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 | $4,497 | $138,331-96.7% | $86,677-94.8% | $89,394-95.0% |
| Participation rate | 99.9% | 88.9%+11.0pp | 76.6%+23.3pp | 71.3%+28.6pp |
| Annual return | -6.37% | -11.72%+5.3pp | 35.91%-42.3pp | -11.89%+5.5pp |
| Employer contribution / active EE | $220 | $4,812-95.4% | $2,836-92.2% | $3,022-92.7% |
| Participant deferral / active EE | $0 | $8,027-100.0% | $4,656-100.0% | $5,123-100.0% |
| Admin fee / account holder | $1 | $64-98.3% | $7,493-100.0% | $79-98.6% |