Filed August 27, 2018 (most recent of 3 filings on file)
Total covered: 2,089 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 7-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 | $392,189 | $106,382+268.7% | $136,007+188.4% | $106,382+268.7% |
| Participation rate | 99.9% | 69.9%+30.0pp | 76.5%+23.5pp | 69.9%+30.0pp |
| Annual return | 40.54% | 17.37%+23.2pp | 579.32%-538.8pp | 17.37%+23.2pp |
| Employer contribution / active EE | $9,679 | $3,364+187.8% | $4,217+129.6% | $3,364+187.8% |
| Participant deferral / active EE | $15,009 | $5,569+169.5% | $7,025+113.7% | $5,569+169.5% |
| Admin fee / account holder | $0 | $79-100.0% | $6,858-100.0% | $79-100.0% |