Filed December 21, 2016
Total covered: 1,658 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 | $277,306 | $98,727+180.9% | $113,168+145.0% | $85,563+224.1% |
| Participation rate | 99.5% | 80.8%+18.7pp | 76.6%+22.9pp | 66.0%+33.5pp |
| Annual return | 16.11% | 17.43%-1.3pp | 24.27%-8.2pp | 31.51%-15.4pp |
| Employer contribution / active EE | $11,178 | $2,907+284.6% | $2,975+275.7% | $2,654+321.2% |
| Participant deferral / active EE | $13,955 | $5,424+157.3% | $5,107+173.3% | $4,375+219.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |