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 | $25,385 | $144,996-82.5% | $111,297-77.2% | $93,030-72.7% |
| Participation rate | 99.7% | 86.2%+13.5pp | 77.3%+22.4pp | 73.9%+25.8pp |
| Annual return | -1.04% | 18.26%-19.3pp | 54.65%-55.7pp | 158.70%-159.7pp |
| Employer contribution / active EE | $2,217 | $3,056-27.5% | $2,731-18.8% | $2,706-18.1% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $3 | $103-96.8% | $7,964-100.0% | $152-97.8% |