Filed September 25, 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 | $271,702 | $144,119+88.5% | $117,854+130.5% | $147,584+84.1% |
| Participation rate | 90.9% | 83.4%+7.5pp | 79.7%+11.2pp | 82.8%+8.1pp |
| Annual return | 18.77% | 531.15%-512.4pp | 335.08%-316.3pp | 578.55%-559.8pp |
| Employer contribution / active EE | $4,577 | $4,896-6.5% | $3,786+20.9% | $4,876-6.1% |
| Participant deferral / active EE | $10,131 | $5,316+90.6% | $4,482+126.1% | $5,439+86.3% |
| Admin fee / account holder | $6 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |