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 | $288,166 | $185,342+55.5% | $111,297+158.9% | $86,799+232.0% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.3%+22.7pp | 72.3%+27.7pp |
| Annual return | 14.80% | 500.80%-486.0pp | 54.65%-39.9pp | 97.91%-83.1pp |
| Employer contribution / active EE | $11,217 | $2,246+399.4% | $2,731+310.7% | $2,405+366.3% |
| Participant deferral / active EE | $12,494 | $4,458+180.2% | $4,487+178.4% | $4,131+202.4% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |