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.
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 | $285,749 | $136,209+109.8% | $82,313+247.2% | $80,976+252.9% |
| Participation rate | 99.1% | 88.0%+11.1pp | 76.9%+22.3pp | 68.3%+30.9pp |
| Annual return | 19.71% | 21.54%-1.8pp | 25.88%-6.2pp | 22.91%-3.2pp |
| Employer contribution / active EE | $5,559 | $3,633+53.0% | $2,428+128.9% | $2,402+131.4% |
| Participant deferral / active EE | $10,978 | $6,693+64.0% | $3,706+196.2% | $3,848+185.3% |
| Admin fee / account holder | $15 | $62-76.1% | $5,608-99.7% | $67-78.0% |