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.
Participant contribution per participant 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 | $103,755 | $161,802-35.9% | $96,544+7.5% | $96,393+7.6% |
| Participation rate | 98.7% | 92.5%+6.2pp | 76.0%+22.7pp | 71.3%+27.4pp |
| Annual return | 28.74% | 18.41%+10.3pp | 25.84%+2.9pp | 22.88%+5.9pp |
| Employer contribution / active EE | $3,730 | $5,381-30.7% | $2,965+25.8% | $3,238+15.2% |
| Participant deferral / active EE | $5,407 | $8,927-39.4% | $4,851+11.5% | $5,455-0.9% |
| Admin fee / account holder | $14 | $61-77.8% | $8,252-99.8% | $74-81.7% |