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 | $7,613 | $130,141-94.1% | $86,677-91.2% | $77,904-90.2% |
| Participation rate | 99.9% | 85.9%+14.0pp | 76.6%+23.3pp | 73.7%+26.2pp |
| Annual return | -12.39% | -12.75%+0.4pp | 35.91%-48.3pp | 12.21%-24.6pp |
| Employer contribution / active EE | $1,456 | $3,220-54.8% | $2,836-48.7% | $2,848-48.9% |
| Participant deferral / active EE | $0 | $5,757-100.0% | $4,656-100.0% | $4,806-100.0% |
| Admin fee / account holder | $1 | $132-98.9% | $7,493-100.0% | $133-98.9% |