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 | $253,115 | $89,569+182.6% | $392,568-35.5% | $89,569+182.6% |
| Participation rate | 96.2% | 69.6%+26.6pp | 78.1%+18.1pp | 69.6%+26.6pp |
| Annual return | 20.14% | 34.56%-14.4pp | 24.42%-4.3pp | 34.56%-14.4pp |
| Employer contribution / active EE | $8,422 | $2,584+225.9% | $3,783+122.6% | $2,584+225.9% |
| Participant deferral / active EE | $11,421 | $4,220+170.6% | $5,985+90.8% | $4,220+170.6% |
| Admin fee / account holder | $0 | $72-100.0% | $6,260-100.0% | $72-100.0% |