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 | $110,042 | $138,331-20.5% | $86,677+27.0% | $89,394+23.1% |
| Participation rate | 98.2% | 88.9%+9.3pp | 76.6%+21.6pp | 71.3%+26.9pp |
| Annual return | -8.63% | -11.72%+3.1pp | 35.91%-44.5pp | -11.89%+3.3pp |
| Employer contribution / active EE | $3,681 | $4,812-23.5% | $2,836+29.8% | $3,022+21.8% |
| Participant deferral / active EE | $4,924 | $8,027-38.7% | $4,656+5.8% | $5,123-3.9% |
| Admin fee / account holder | $17 | $64-73.8% | $7,493-99.8% | $79-78.8% |