Filed January 4, 2023 (most recent of 2 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,051 | $89,698+59.5% | $103,476+38.2% | $80,856+76.9% |
| Participation rate | 83.9% | 76.0%+7.9pp | 80.5%+3.4pp | 67.6%+16.3pp |
| Annual return | 7.76% | 22.78%-15.0pp | 23.90%-16.1pp | 35.59%-27.8pp |
| Employer contribution / active EE | $0 | $4,018-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $540 | $5,456-90.1% | $6,623-91.8% | $4,296-87.4% |
| Admin fee / account holder | $17,726 | $6,768+161.9% | $9,413+88.3% | $6,918+156.2% |