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.
Employer contribution per participant 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 | $21,073 | $106,087-80.1% | $86,677-75.7% | $78,044-73.0% |
| Participation rate | 99.6% | 89.6%+10.0pp | 76.6%+23.0pp | 74.4%+25.2pp |
| Annual return | -8.83% | -14.87%+6.0pp | 35.91%-44.7pp | 10.87%-19.7pp |
| Employer contribution / active EE | $975 | $4,110-76.3% | $2,836-65.6% | $3,125-68.8% |
| Participant deferral / active EE | $0 | $6,851-100.0% | $4,656-100.0% | $5,084-100.0% |
| Admin fee / account holder | $4 | $81-95.6% | $7,493-100.0% | $79-95.5% |