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 | $384,128 | $237,678+61.6% | $113,168+239.4% | $140,769+172.9% |
| Participation rate | 99.4% | 92.1%+7.4pp | 76.6%+22.9pp | 74.2%+25.3pp |
| Annual return | 12.36% | 20.63%-8.3pp | 24.27%-11.9pp | 16.82%-4.5pp |
| Employer contribution / active EE | $12,107 | $6,583+83.9% | $2,975+306.9% | $3,906+210.0% |
| Participant deferral / active EE | $13,525 | $11,080+22.1% | $5,107+164.8% | $6,717+101.4% |
| Admin fee / account holder | $38 | $66-42.2% | $12,068-99.7% | $229-83.4% |