Filed August 31, 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.
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 | $59,316 | $82,032-27.7% | $123,104-51.8% | $59,632-0.5% |
| Participation rate | 80.6% | 83.2%-2.6pp | 86.8%-6.1pp | 68.7%+12.0pp |
| Annual return | 1.77% | 5.12%-3.3pp | 13.22%-11.4pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $1,699 | $3,297-48.5% | $5,151-67.0% | $2,203-22.9% |
| Participant deferral / active EE | $4,572 | $4,667-2.0% | $6,230-26.6% | $3,192+43.3% |
| Admin fee / account holder | $6,611 | $5,881+12.4% | $9,015-26.7% | $4,297+53.9% |