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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $524,352 | $126,574+314.3% | $106,213+393.7% | $145,922+259.3% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | -0.46% | 224.79%-225.3pp | 116.14%-116.6pp | 561.29%-561.7pp |
| Employer contribution / active EE | $13,746 | $3,730+268.5% | $3,171+333.4% | $4,660+195.0% |
| Participant deferral / active EE | $13,576 | $5,724+137.2% | $5,016+170.7% | $6,688+103.0% |
| Admin fee / account holder | $179 | $17,304-99.0% | $11,033-98.4% | $13,397-98.7% |