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 | $7,902 | $176,491-95.5% | $95,952-91.8% | $90,288-91.2% |
| Participation rate | 95.8% | 86.6%+9.2pp | 77.1%+18.7pp | 73.4%+22.4pp |
| Annual return | 14.13% | 20.14%-6.0pp | 91.61%-77.5pp | 53.97%-39.8pp |
| Employer contribution / active EE | $1,313 | $2,789-52.9% | $2,541-48.3% | $2,524-48.0% |
| Participant deferral / active EE | $0 | $5,340-100.0% | $4,167-100.0% | $4,232-100.0% |
| Admin fee / account holder | $1 | $154-99.1% | $6,795-100.0% | $114-98.8% |