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 | $5,486 | $100,921-94.6% | $82,313-93.3% | $177,276-96.9% |
| Participation rate | 93.6% | 86.9%+6.6pp | 76.9%+16.7pp | 74.8%+18.7pp |
| Annual return | 17.01% | 20.33%-3.3pp | 25.88%-8.9pp | 21.25%-4.2pp |
| Employer contribution / active EE | $234 | $3,145-92.6% | $2,428-90.4% | $2,479-90.6% |
| Participant deferral / active EE | $0 | $5,192-100.0% | $3,706-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $64-99.3% | $5,608-100.0% | $154-99.7% |