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 | $355,849 | $178,759+99.1% | $102,423+247.4% | $106,382+234.5% |
| Participation rate | 99.3% | 91.3%+8.0pp | 76.5%+22.8pp | 69.9%+29.4pp |
| Annual return | 13.69% | 17.23%-3.5pp | 29.32%-15.6pp | 17.37%-3.7pp |
| Employer contribution / active EE | $11,755 | $5,750+104.5% | $3,023+288.8% | $3,364+249.5% |
| Participant deferral / active EE | $13,406 | $9,466+41.6% | $5,053+165.3% | $5,569+140.7% |
| Admin fee / account holder | $40 | $62-35.2% | $9,451-99.6% | $79-49.2% |