Filed November 2, 2022 (most recent of 2 filings on file)
Total covered: 4,501 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,799 | $124,049+12.7% | $95,952+45.7% | $93,223+50.0% |
| Participation rate | 97.0% | 88.4%+8.6pp | 77.1%+19.9pp | 74.9%+22.1pp |
| Annual return | 5.54% | 22.17%-16.6pp | 91.61%-86.1pp | 19.29%-13.7pp |
| Employer contribution / active EE | $4,103 | $3,478+18.0% | $2,541+61.5% | $2,680+53.1% |
| Participant deferral / active EE | $10,513 | $6,147+71.0% | $4,167+152.3% | $4,563+130.4% |
| Admin fee / account holder | $0 | $73-100.0% | $6,795-100.0% | $79-100.0% |