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 | $152,263 | $237,678-35.9% | $113,168+34.5% | $140,769+8.2% |
| Participation rate | 99.0% | 92.1%+7.0pp | 76.6%+22.5pp | 74.2%+24.9pp |
| Annual return | 16.05% | 20.63%-4.6pp | 24.27%-8.2pp | 16.82%-0.8pp |
| Employer contribution / active EE | $4,995 | $6,583-24.1% | $2,975+67.9% | $3,906+27.9% |
| Participant deferral / active EE | $7,018 | $11,080-36.7% | $5,107+37.4% | $6,717+4.5% |
| Admin fee / account holder | $15 | $66-77.1% | $12,068-99.9% | $229-93.4% |