Filed June 27, 2007
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 | $319,831 | $100,041+219.7% | $149,718+113.6% | $70,131+356.0% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.1%+5.4pp | 69.5%+22.9pp |
| Annual return | 15.33% | 27.43%-12.1pp | 1501.63%-1486.3pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,597 | $3,662+25.5% | $5,445-15.6% | $2,342+96.2% |
| Participant deferral / active EE | $11,817 | $4,983+137.2% | $6,569+79.9% | $3,332+254.7% |
| Admin fee / account holder | $105 | $8,286-98.7% | $11,283-99.1% | $4,645-97.7% |