Filed February 26, 2007 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 9-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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,247 | $176,056+64.9% | $159,436+82.0% | $167,490+73.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.25% | 331.75%-320.5pp | 263.57%-252.3pp | 478.56%-467.3pp |
| Employer contribution / active EE | $3,077 | $5,297-41.9% | $4,829-36.3% | $4,837-36.4% |
| Participant deferral / active EE | $3,318 | $7,750-57.2% | $7,352-54.9% | $6,341-47.7% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |