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 | $306,460 | $143,368+113.8% | $87,100+251.8% | $89,569+242.1% |
| Participation rate | 98.6% | 88.2%+10.4pp | 76.9%+21.7pp | 69.6%+29.0pp |
| Annual return | 29.29% | 28.55%+0.7pp | 28.19%+1.1pp | 34.56%-5.3pp |
| Employer contribution / active EE | $7,897 | $4,012+96.8% | $2,521+213.2% | $2,584+205.6% |
| Participant deferral / active EE | $11,187 | $7,129+56.9% | $4,049+176.3% | $4,220+165.1% |
| Admin fee / account holder | $14 | $61-76.2% | $7,497-99.8% | $72-79.8% |