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 | $333,483 | $39,898+735.8% | $121,196+175.2% | $55,725+498.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 71.7%+28.3pp | 70.9%+29.1pp |
| Annual return | 1.74% | -0.96%+2.7pp | 16.93%-15.2pp | 244.93%-243.2pp |
| Employer contribution / active EE | $23,874 | $1,295+1743.4% | $4,022+493.6% | $2,078+1048.8% |
| Participant deferral / active EE | $18,991 | $2,439+678.8% | $3,344+467.8% | $3,356+466.0% |
| Admin fee / account holder | $0 | $95-100.0% | $5,019-100.0% | $115-100.0% |