Filed December 13, 2021 (most recent of 3 filings on file)
Total covered: 10 employees
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,718 | $137,414-25.2% | $189,513-45.8% | $85,850+19.6% |
| Participation rate | 74.3% | 84.6%-10.3pp | 87.8%-13.5pp | 69.3%+5.0pp |
| Annual return | 11.78% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $1,780 | $4,344-59.0% | $6,162-71.1% | $2,565-30.6% |
| Participant deferral / active EE | $2,794 | $6,260-55.4% | $8,221-66.0% | $3,952-29.3% |
| Admin fee / account holder | $5,652 | $8,630-34.5% | $12,045-53.1% | $6,260-9.7% |