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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,091 | $80,211-36.3% | $74,183-31.1% | $63,975-20.1% |
| Participation rate | 75.9% | 84.2%-8.2pp | 76.6%-0.7pp | 71.1%+4.8pp |
| Annual return | 7.00% | 14.13%-7.1pp | 17.74%-10.7pp | 48.65%-41.7pp |
| Employer contribution / active EE | $778 | $2,553-69.5% | $2,370-67.2% | $2,182-64.3% |
| Participant deferral / active EE | $4,412 | $4,370+1.0% | $3,550+24.3% | $3,356+31.4% |
| Admin fee / account holder | $4 | $67-93.9% | $5,586-99.9% | $70-94.2% |