Filed June 16, 2022 (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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,786 | $58,926+84.6% | $97,226+11.9% | $74,495+46.0% |
| Participation rate | 51.5% | 63.5%-12.0pp | 72.7%-21.2pp | 67.2%-15.7pp |
| Annual return | 15.26% | 16.04%-0.8pp | 75.13%-59.9pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $1,899 | $1,894+0.3% | $2,729-30.4% | $2,623-27.6% |
| Participant deferral / active EE | $4,385 | $3,664+19.7% | $4,264+2.8% | $4,346+0.9% |
| Admin fee / account holder | $2,039 | $1,974+3.3% | $5,654-63.9% | $1,942+5.0% |