Filed October 18, 2019 (most recent of 2 filings on file)
Total covered: 312 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 10-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $486,132 | $118,450+310.4% | $98,439+393.8% | $139,434+248.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 31.33% | 18.94%+12.4pp | 21.16%+10.2pp | 372.94%-341.6pp |
| Employer contribution / active EE | $17,795 | $3,609+393.0% | $3,048+483.8% | $4,751+274.6% |
| Participant deferral / active EE | $15,925 | $5,392+195.3% | $4,738+236.1% | $6,710+137.3% |
| Admin fee / account holder | $119 | $14,026-99.2% | $8,948-98.7% | $11,403-99.0% |