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 | $18,026 | $136,209-86.8% | $82,313-78.1% | $80,976-77.7% |
| Participation rate | 99.9% | 88.0%+11.9pp | 76.9%+23.0pp | 68.3%+31.6pp |
| Annual return | 19.68% | 21.54%-1.9pp | 25.88%-6.2pp | 22.91%-3.2pp |
| Employer contribution / active EE | $3,346 | $3,633-7.9% | $2,428+37.8% | $2,402+39.3% |
| Participant deferral / active EE | $0 | $6,693-100.0% | $3,706-100.0% | $3,848-100.0% |
| Admin fee / account holder | $1 | $62-98.4% | $5,608-100.0% | $67-98.5% |