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 | $97,357 | $164,350-40.8% | $95,952+1.5% | $106,222-8.3% |
| Participation rate | 90.7% | 90.5%+0.2pp | 77.1%+13.6pp | 70.8%+19.9pp |
| Annual return | 8.57% | 14.56%-6.0pp | 91.61%-83.0pp | 21.69%-13.1pp |
| Employer contribution / active EE | $1,769 | $4,292-58.8% | $2,541-30.4% | $2,723-35.1% |
| Participant deferral / active EE | $5,912 | $7,854-24.7% | $4,167+41.9% | $4,600+28.5% |
| Admin fee / account holder | $8 | $65-87.6% | $6,795-99.9% | $78-89.6% |