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 | $159,815 | $100,921+58.4% | $82,313+94.2% | $177,276-9.8% |
| Participation rate | 94.5% | 86.9%+7.5pp | 76.9%+17.6pp | 74.8%+19.6pp |
| Annual return | 19.08% | 20.33%-1.3pp | 25.88%-6.8pp | 21.25%-2.2pp |
| Employer contribution / active EE | $2,104 | $3,145-33.1% | $2,428-13.4% | $2,479-15.1% |
| Participant deferral / active EE | $6,312 | $5,192+21.6% | $3,706+70.3% | $3,881+62.7% |
| Admin fee / account holder | $8 | $64-86.8% | $5,608-99.8% | $154-94.5% |