Filed December 10, 2024
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 9-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.
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,050 | $72,012+94.5% | $185,823-24.6% | $79,858+75.4% |
| Participation rate | 91.5% | 65.8%+25.8pp | 78.0%+13.5pp | 69.6%+21.9pp |
| Annual return | -42.93% | 23.12%-66.0pp | 35.95%-78.9pp | 31.71%-74.6pp |
| Employer contribution / active EE | $5,805 | $1,965+195.5% | $4,087+42.0% | $2,471+135.0% |
| Participant deferral / active EE | $11,382 | $3,779+201.2% | $5,632+102.1% | $3,740+204.3% |
| Admin fee / account holder | $348 | $4,513-92.3% | $9,500-96.3% | $5,306-93.4% |