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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,888 | $96,261+41.2% | $76,768+77.0% | $68,904+97.2% |
| Participation rate | 94.1% | 87.0%+7.1pp | 77.0%+17.1pp | 74.1%+19.9pp |
| Annual return | -7.24% | -0.85%-6.4pp | 2.43%-9.7pp | 1.07%-8.3pp |
| Employer contribution / active EE | $2,354 | $3,303-28.7% | $2,485-5.3% | $2,540-7.3% |
| Participant deferral / active EE | $6,256 | $5,537+13.0% | $3,852+62.4% | $4,015+55.8% |
| Admin fee / account holder | $14 | $73-81.4% | $6,675-99.8% | $71-81.0% |