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 | $122,071 | $159,391-23.4% | $102,423+19.2% | $99,062+23.2% |
| Participation rate | 98.1% | 88.6%+9.5pp | 76.5%+21.6pp | 71.6%+26.5pp |
| Annual return | -15.54% | 19.03%-34.6pp | 29.32%-44.9pp | 17.66%-33.2pp |
| Employer contribution / active EE | $2,982 | $4,207-29.1% | $3,023-1.4% | $3,262-8.6% |
| Participant deferral / active EE | $5,866 | $7,498-21.8% | $5,053+16.1% | $5,331+10.0% |
| Admin fee / account holder | $14 | $159-91.3% | $9,451-99.9% | $109-87.3% |