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 | $153,221 | $134,619+13.8% | $111,297+37.7% | $101,517+50.9% |
| Participation rate | 99.9% | 89.0%+10.9pp | 77.3%+22.6pp | 74.6%+25.3pp |
| Annual return | 10.86% | 17.96%-7.1pp | 54.65%-43.8pp | 21.00%-10.1pp |
| Employer contribution / active EE | $3,735 | $3,829-2.5% | $2,731+36.8% | $2,973+25.6% |
| Participant deferral / active EE | $8,892 | $6,572+35.3% | $4,487+98.2% | $4,873+82.5% |
| Admin fee / account holder | $0 | $86-100.0% | $7,964-100.0% | $139-100.0% |