Filed February 19, 2021 (most recent of 7 filings on file)
Total covered: 34 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,334 | $87,733-83.7% | $106,548-86.5% | $85,850-83.3% |
| Participation rate | 81.5% | 71.9%+9.5pp | 76.1%+5.4pp | 69.3%+12.2pp |
| Annual return | 42.08% | 21.86%+20.2pp | 26.80%+15.3pp | 318.53%-276.5pp |
| Employer contribution / active EE | $4,339 | $2,073+109.3% | $2,819+53.9% | $2,565+69.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $769 | $6,767-88.6% | $7,407-89.6% | $6,260-87.7% |