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 | $469,033 | $62,723+647.8% | $142,863+228.3% | $86,799+440.4% |
| Participation rate | 100.0% | 62.6%+37.4pp | 71.9%+28.1pp | 72.3%+27.7pp |
| Annual return | 32.68% | 17.62%+15.1pp | 5637.54%-5604.9pp | 97.91%-65.2pp |
| Employer contribution / active EE | $24,842 | $1,627+1427.2% | $4,144+499.5% | $2,405+932.8% |
| Participant deferral / active EE | $20,741 | $3,039+582.5% | $3,837+440.5% | $4,131+402.1% |
| Admin fee / account holder | $0 | $140-100.0% | $6,560-100.0% | $170-100.0% |