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 | $365,991 | $47,898+664.1% | $117,472+211.6% | $64,808+464.7% |
| Participation rate | 100.0% | 61.9%+38.1pp | 70.6%+29.4pp | 71.5%+28.5pp |
| Annual return | -19.38% | -15.54%-3.8pp | 29.74%-49.1pp | 32.82%-52.2pp |
| Employer contribution / active EE | $26,197 | $1,774+1376.8% | $4,176+527.3% | $2,506+945.4% |
| Participant deferral / active EE | $21,507 | $3,151+582.6% | $4,070+428.4% | $4,310+399.0% |
| Admin fee / account holder | $0 | $132-100.0% | $5,645-100.0% | $188-100.0% |