Filed December 22, 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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,264 | $125,758-1.2% | $169,993-26.9% | $75,163+65.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 13.36% | 27.20%-13.8pp | 53.37%-40.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $5,936 | $4,615+28.6% | $6,785-12.5% | $2,670+122.3% |
| Participant deferral / active EE | $6,092 | $6,837-10.9% | $10,408-41.5% | $4,125+47.7% |
| Admin fee / account holder | $11,940 | $8,173+46.1% | $12,815-6.8% | $5,651+111.3% |