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 | $490,591 | $58,778+734.7% | $129,207+279.7% | $77,643+531.9% |
| Participation rate | 100.0% | 59.2%+40.8pp | 69.6%+30.4pp | 70.6%+29.4pp |
| Annual return | 29.90% | 24.73%+5.2pp | 9417.33%-9387.4pp | 31.24%-1.3pp |
| Employer contribution / active EE | $31,895 | $1,952+1533.8% | $4,153+668.0% | $2,726+1070.1% |
| Participant deferral / active EE | $24,471 | $3,212+661.7% | $4,168+487.2% | $4,647+426.6% |
| Admin fee / account holder | $0 | $589-100.0% | $7,715-100.0% | $430-100.0% |