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 | $6,445 | $105,247-93.9% | $87,100-92.6% | $77,787-91.7% |
| Participation rate | 94.9% | 85.8%+9.1pp | 76.9%+18.0pp | 73.2%+21.7pp |
| Annual return | 26.45% | 24.52%+1.9pp | 28.19%-1.7pp | 32.57%-6.1pp |
| Employer contribution / active EE | $1,545 | $2,895-46.6% | $2,521-38.7% | $2,504-38.3% |
| Participant deferral / active EE | $0 | $5,060-100.0% | $4,049-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $104-99.7% | $7,497-100.0% | $100-99.7% |