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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,247 | $141,850-5.4% | $112,040+19.8% | $118,972+12.8% |
| Participation rate | 98.8% | 92.6%+6.2pp | 76.5%+22.3pp | 78.0%+20.9pp |
| Annual return | 8.45% | 14.13%-5.7pp | 24.52%-16.1pp | 15.19%-6.7pp |
| Employer contribution / active EE | $3,665 | $4,195-12.6% | $2,954+24.1% | $3,776-3.0% |
| Participant deferral / active EE | $6,567 | $6,972-5.8% | $5,098+28.8% | $6,017+9.1% |
| Admin fee / account holder | $13 | $69-80.9% | $12,098-99.9% | $127-89.5% |