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 | $257,588 | $88,890+189.8% | $102,423+151.5% | $77,643+231.8% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.5%+22.4pp | 70.6%+28.4pp |
| Annual return | 14.11% | 24.98%-10.9pp | 29.32%-15.2pp | 31.24%-17.1pp |
| Employer contribution / active EE | $10,841 | $2,698+301.9% | $3,023+258.6% | $2,726+297.7% |
| Participant deferral / active EE | $13,327 | $5,145+159.0% | $5,053+163.7% | $4,647+186.8% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |