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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $358,326 | $47,648+652.0% | $130,648+174.3% | $67,579+430.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 71.7%+28.3pp | 71.3%+28.7pp |
| Annual return | 12.98% | 25.73%-12.8pp | 1708.96%-1696.0pp | 378.56%-365.6pp |
| Employer contribution / active EE | $24,444 | $1,408+1636.3% | $4,092+497.4% | $2,148+1038.1% |
| Participant deferral / active EE | $19,127 | $2,616+631.0% | $3,603+430.9% | $3,539+440.4% |
| Admin fee / account holder | $0 | $105-100.0% | $5,464-100.0% | $142-100.0% |