Filed November 12, 2021 (most recent of 2 filings on file)
Total covered: 8 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,556 | $58,577+10.2% | $83,333-22.5% | $64,186+0.6% |
| Participation rate | 98.8% | 72.0%+26.7pp | 77.8%+21.0pp | 69.6%+29.2pp |
| Annual return | -7.41% | 9.65%-17.1pp | 10.63%-18.0pp | 7.63%-15.0pp |
| Employer contribution / active EE | $5,651 | $2,098+169.3% | $3,379+67.3% | $2,381+137.4% |
| Participant deferral / active EE | $11,011 | $4,654+136.6% | $5,565+97.9% | $3,470+217.4% |
| Admin fee / account holder | $5,115 | $9,275-44.9% | $7,510-31.9% | $4,888+4.6% |