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 | $344,834 | $171,796+100.7% | $111,297+209.8% | $106,520+223.7% |
| Participation rate | 99.6% | 88.6%+11.1pp | 77.3%+22.3pp | 71.3%+28.3pp |
| Annual return | 11.04% | 18.62%-7.6pp | 54.65%-43.6pp | 19.28%-8.2pp |
| Employer contribution / active EE | $10,780 | $4,687+130.0% | $2,731+294.7% | $2,840+279.5% |
| Participant deferral / active EE | $12,560 | $7,845+60.1% | $4,487+179.9% | $4,948+153.8% |
| Admin fee / account holder | $39 | $69-43.6% | $7,964-99.5% | $75-47.5% |