Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $544,304 | $65,241+734.3% | $126,539+330.1% | $85,563+536.1% |
| Participation rate | 100.0% | 48.6%+51.4pp | 69.8%+30.2pp | 66.0%+34.0pp |
| Annual return | 17.43% | 42.19%-24.8pp | 425.95%-408.5pp | 31.51%-14.1pp |
| Employer contribution / active EE | $32,547 | $1,937+1580.0% | $3,674+785.9% | $2,654+1126.5% |
| Participant deferral / active EE | $24,907 | $3,032+721.5% | $4,083+510.1% | $4,375+469.3% |
| Admin fee / account holder | $0 | $1,031-100.0% | $6,065-100.0% | $834-100.0% |