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 | $324,586 | $161,802+100.6% | $96,544+236.2% | $96,393+236.7% |
| Participation rate | 98.8% | 92.5%+6.4pp | 76.0%+22.9pp | 71.3%+27.5pp |
| Annual return | 11.24% | 18.41%-7.2pp | 25.84%-14.6pp | 22.88%-11.6pp |
| Employer contribution / active EE | $11,035 | $5,381+105.1% | $2,965+272.2% | $3,238+240.7% |
| Participant deferral / active EE | $12,626 | $8,927+41.4% | $4,851+160.3% | $5,455+131.5% |
| Admin fee / account holder | $36 | $61-40.6% | $8,252-99.6% | $74-51.0% |