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 | $96,171 | $138,331-30.5% | $86,677+11.0% | $89,394+7.6% |
| Participation rate | 94.0% | 88.9%+5.1pp | 76.6%+17.4pp | 71.3%+22.7pp |
| Annual return | -3.73% | -11.72%+8.0pp | 35.91%-39.6pp | -11.89%+8.2pp |
| Employer contribution / active EE | $1,823 | $4,812-62.1% | $2,836-35.7% | $3,022-39.7% |
| Participant deferral / active EE | $5,809 | $8,027-27.6% | $4,656+24.8% | $5,123+13.4% |
| Admin fee / account holder | $13 | $64-80.4% | $7,493-99.8% | $79-84.2% |