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 | $5,399 | $80,211-93.3% | $74,183-92.7% | $63,975-91.6% |
| Participation rate | 90.4% | 84.2%+6.2pp | 76.6%+13.8pp | 71.1%+19.3pp |
| Annual return | 9.42% | 14.13%-4.7pp | 17.74%-8.3pp | 48.65%-39.2pp |
| Employer contribution / active EE | $1,156 | $2,553-54.7% | $2,370-51.2% | $2,182-47.0% |
| Participant deferral / active EE | $0 | $4,370-100.0% | $3,550-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $67-99.4% | $5,586-100.0% | $70-99.4% |