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 | $6,076 | $88,730-93.2% | $82,313-92.6% | $77,958-92.2% |
| Participation rate | 87.0% | 84.5%+2.5pp | 76.9%+10.1pp | 71.6%+15.3pp |
| Annual return | 19.28% | 20.88%-1.6pp | 25.88%-6.6pp | 20.87%-1.6pp |
| Employer contribution / active EE | $1,280 | $2,758-53.6% | $2,428-47.3% | $2,310-44.6% |
| Participant deferral / active EE | $0 | $4,634-100.0% | $3,706-100.0% | $3,537-100.0% |
| Admin fee / account holder | $0 | $74-99.4% | $5,608-100.0% | $97-99.6% |