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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,624 | $105,247+10.8% | $87,100+33.9% | $77,787+49.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 76.9%+23.1pp | 73.2%+26.8pp |
| Annual return | 17.54% | 24.52%-7.0pp | 28.19%-10.6pp | 32.57%-15.0pp |
| Employer contribution / active EE | $3,579 | $2,895+23.6% | $2,521+41.9% | $2,504+42.9% |
| Participant deferral / active EE | $6,944 | $5,060+37.2% | $4,049+71.5% | $3,967+75.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,497-100.0% | $100-100.0% |