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.
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 | $166,411 | $124,049+34.1% | $95,952+73.4% | $93,223+78.5% |
| Participation rate | 98.4% | 88.4%+10.0pp | 77.1%+21.3pp | 74.9%+23.4pp |
| Annual return | 11.74% | 22.17%-10.4pp | 91.61%-79.9pp | 19.29%-7.5pp |
| Employer contribution / active EE | $4,006 | $3,478+15.2% | $2,541+57.7% | $2,680+49.5% |
| Participant deferral / active EE | $6,329 | $6,147+3.0% | $4,167+51.9% | $4,563+38.7% |
| Admin fee / account holder | $14 | $73-81.3% | $6,795-99.8% | $79-82.8% |