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 | $309,312 | $138,331+123.6% | $86,677+256.9% | $89,394+246.0% |
| Participation rate | 99.7% | 88.9%+10.8pp | 76.6%+23.1pp | 71.3%+28.4pp |
| Annual return | -5.09% | -11.72%+6.6pp | 35.91%-41.0pp | -11.89%+6.8pp |
| Employer contribution / active EE | $10,814 | $4,812+124.7% | $2,836+281.3% | $3,022+257.9% |
| Participant deferral / active EE | $12,507 | $8,027+55.8% | $4,656+168.6% | $5,123+144.1% |
| Admin fee / account holder | $39 | $64-39.8% | $7,493-99.5% | $79-51.4% |