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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,263 | $142,480+6.9% | $112,040+35.9% | $142,480+6.9% |
| Participation rate | 99.0% | 76.2%+22.8pp | 76.5%+22.5pp | 76.2%+22.8pp |
| Annual return | 16.05% | 16.32%-0.3pp | 24.52%-8.5pp | 16.32%-0.3pp |
| Employer contribution / active EE | $4,995 | $3,867+29.2% | $2,954+69.1% | $3,867+29.2% |
| Participant deferral / active EE | $7,018 | $6,807+3.1% | $5,098+37.7% | $6,807+3.1% |
| Admin fee / account holder | $15 | $307-95.1% | $12,098-99.9% | $307-95.1% |