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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $5,228 | $88,581-94.1% | $74,183-93.0% | $65,292-92.0% |
| Participation rate | 96.5% | 86.2%+10.3pp | 76.6%+19.8pp | 72.4%+24.0pp |
| Annual return | 8.33% | 11.72%-3.4pp | 17.74%-9.4pp | 11.84%-3.5pp |
| Employer contribution / active EE | $246 | $3,021-91.9% | $2,370-89.6% | $2,302-89.3% |
| Participant deferral / active EE | $0 | $4,898-100.0% | $3,550-100.0% | $3,579-100.0% |
| Admin fee / account holder | $0 | $60-99.3% | $5,586-100.0% | $57-99.3% |