Filed September 30, 2022 (most recent of 3 filings on file)
Total covered: 3 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.)
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 | $146,537 | $110,094+33.1% | $151,611-3.3% | $68,494+113.9% |
| Participation rate | 90.5% | 84.0%+6.6pp | 87.5%+3.0pp | 67.9%+22.7pp |
| Annual return | -4.96% | -10.12%+5.2pp | 3.33%-8.3pp | -7.84%+2.9pp |
| Employer contribution / active EE | $6,243 | $4,471+39.7% | $6,166+1.3% | $2,596+140.5% |
| Participant deferral / active EE | $7,785 | $6,527+19.3% | $8,363-6.9% | $4,027+93.3% |
| Admin fee / account holder | $2,787 | $7,719-63.9% | $11,616-76.0% | $5,403-48.4% |