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 | $93,572 | $143,368-34.7% | $87,100+7.4% | $89,569+4.5% |
| Participation rate | 89.0% | 88.2%+0.8pp | 76.9%+12.1pp | 69.6%+19.4pp |
| Annual return | 28.59% | 28.55%0pp | 28.19%+0.4pp | 34.56%-6.0pp |
| Employer contribution / active EE | $1,570 | $4,012-60.9% | $2,521-37.7% | $2,584-39.2% |
| Participant deferral / active EE | $5,463 | $7,129-23.4% | $4,049+34.9% | $4,220+29.5% |
| Admin fee / account holder | $4 | $61-92.7% | $7,497-99.9% | $72-93.8% |