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.
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 | $23,520 | $124,049-81.0% | $95,952-75.5% | $93,223-74.8% |
| Participation rate | 99.6% | 88.4%+11.3pp | 77.1%+22.6pp | 74.9%+24.7pp |
| Annual return | 11.23% | 22.17%-10.9pp | 91.61%-80.4pp | 19.29%-8.1pp |
| Employer contribution / active EE | $1,775 | $3,478-49.0% | $2,541-30.2% | $2,680-33.8% |
| Participant deferral / active EE | $0 | $6,147-100.0% | $4,167-100.0% | $4,563-100.0% |
| Admin fee / account holder | $2 | $73-97.1% | $6,795-100.0% | $79-97.3% |