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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,241 | $126,925-85.6% | $74,183-75.4% | $329,111-94.5% |
| Participation rate | 79.7% | 87.5%-7.8pp | 76.6%+3.1pp | 67.9%+11.8pp |
| Annual return | 9.34% | 10.67%-1.3pp | 17.74%-8.4pp | 16.35%-7.0pp |
| Employer contribution / active EE | $2,704 | $3,536-23.5% | $2,370+14.1% | $2,303+17.4% |
| Participant deferral / active EE | $0 | $6,619-100.0% | $3,550-100.0% | $3,682-100.0% |
| Admin fee / account holder | $1 | $64-97.7% | $5,586-100.0% | $754-99.8% |