Filed December 6, 2007 (most recent of 2 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 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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $281,113 | $197,591+42.3% | $177,821+58.1% | $158,922+76.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 17.50% | 58.76%-41.3pp | 48.32%-30.8pp | 302.83%-285.3pp |
| Employer contribution / active EE | $8,350 | $6,697+24.7% | $5,918+41.1% | $4,761+75.4% |
| Participant deferral / active EE | $6,456 | $8,405-23.2% | $7,714-16.3% | $5,982+7.9% |
| Admin fee / account holder | $7 | $15,399-100.0% | $12,427-99.9% | $11,246-99.9% |