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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $321,767 | $164,350+95.8% | $95,952+235.3% | $106,222+202.9% |
| Participation rate | 99.6% | 90.5%+9.1pp | 77.1%+22.5pp | 70.8%+28.8pp |
| Annual return | 9.61% | 14.56%-5.0pp | 91.61%-82.0pp | 21.69%-12.1pp |
| Employer contribution / active EE | $10,438 | $4,292+143.2% | $2,541+310.8% | $2,723+283.3% |
| Participant deferral / active EE | $12,026 | $7,854+53.1% | $4,167+188.6% | $4,600+161.4% |
| Admin fee / account holder | $26 | $65-60.5% | $6,795-99.6% | $78-67.0% |