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.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,248 | $128,899-94.4% | $113,168-93.6% | $102,872-93.0% |
| Participation rate | 100.0% | 87.0%+12.9pp | 76.6%+23.4pp | 73.0%+26.9pp |
| Annual return | -0.59% | 15.88%-16.5pp | 24.27%-24.9pp | 19.06%-19.6pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $2,975-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $1 | $129-99.4% | $12,068-100.0% | $292-99.8% |