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 | $159,784 | $117,238+36.3% | $87,100+83.4% | $82,204+94.4% |
| Participation rate | 96.8% | 87.2%+9.5pp | 76.9%+19.9pp | 73.4%+23.4pp |
| Annual return | 27.92% | 25.80%+2.1pp | 28.19%-0.3pp | 26.31%+1.6pp |
| Employer contribution / active EE | $3,243 | $3,535-8.3% | $2,521+28.6% | $2,707+19.8% |
| Participant deferral / active EE | $6,025 | $5,976+0.8% | $4,049+48.8% | $4,246+41.9% |
| Admin fee / account holder | $8 | $81-90.7% | $7,497-99.9% | $76-90.0% |