Filed February 22, 2016 (most recent of 4 filings on file)
Total covered: 9,838 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,461 | $126,925+94.2% | $74,183+232.2% | $329,111-25.1% |
| Participation rate | 98.5% | 87.5%+10.9pp | 76.6%+21.8pp | 67.9%+30.6pp |
| Annual return | 10.30% | 10.67%-0.4pp | 17.74%-7.4pp | 16.35%-6.1pp |
| Employer contribution / active EE | $6,466 | $3,536+82.8% | $2,370+172.8% | $2,303+180.7% |
| Participant deferral / active EE | $12,027 | $6,619+81.7% | $3,550+238.8% | $3,682+226.7% |
| Admin fee / account holder | $21 | $64-67.6% | $5,586-99.6% | $754-97.3% |