Filed May 17, 2021 (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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $54,022 | $63,924-15.5% | $108,579-50.2% | $55,167-2.1% |
| Participation rate | 79.2% | 74.3%+4.8pp | 79.6%-0.4pp | 69.0%+10.2pp |
| Annual return | 6.22% | 15.31%-9.1pp | -51.70%+57.9pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,091 | $1,879-41.9% | $3,758-71.0% | $1,963-44.4% |
| Participant deferral / active EE | $3,143 | $3,067+2.5% | $4,311-27.1% | $3,054+2.9% |
| Admin fee / account holder | $12 | $618-98.1% | $7,645-99.8% | $504-97.6% |