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.
Employer contribution per participant 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 | $77,802 | $126,925-38.7% | $74,183+4.9% | $329,111-76.4% |
| Participation rate | 88.5% | 87.5%+0.9pp | 76.6%+11.9pp | 67.9%+20.6pp |
| Annual return | 12.28% | 10.67%+1.6pp | 17.74%-5.5pp | 16.35%-4.1pp |
| Employer contribution / active EE | $1,364 | $3,536-61.4% | $2,370-42.5% | $2,303-40.8% |
| Participant deferral / active EE | $5,028 | $6,619-24.0% | $3,550+41.6% | $3,682+36.6% |
| Admin fee / account holder | $6 | $64-90.1% | $5,586-99.9% | $754-99.2% |