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 | $138,604 | $178,759-22.5% | $102,423+35.3% | $106,382+30.3% |
| Participation rate | 99.2% | 91.3%+7.9pp | 76.5%+22.7pp | 69.9%+29.4pp |
| Annual return | 36.50% | 17.23%+19.3pp | 29.32%+7.2pp | 17.37%+19.1pp |
| Employer contribution / active EE | $4,806 | $5,750-16.4% | $3,023+58.9% | $3,364+42.9% |
| Participant deferral / active EE | $6,790 | $9,466-28.3% | $5,053+34.4% | $5,569+21.9% |
| Admin fee / account holder | $16 | $62-74.7% | $9,451-99.8% | $79-80.2% |