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 | $134,247 | $151,876-11.6% | $113,168+18.6% | $117,739+14.0% |
| Participation rate | 98.8% | 92.5%+6.3pp | 76.6%+22.3pp | 76.6%+22.2pp |
| Annual return | 8.45% | 15.75%-7.3pp | 24.27%-15.8pp | 17.29%-8.8pp |
| Employer contribution / active EE | $3,665 | $4,598-20.3% | $2,975+23.2% | $3,746-2.2% |
| Participant deferral / active EE | $6,567 | $7,767-15.4% | $5,107+28.6% | $6,128+7.2% |
| Admin fee / account holder | $13 | $70-81.0% | $12,068-99.9% | $112-88.1% |