Filed October 26, 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 | $275,546 | $183,963+49.8% | $162,163+69.9% | $152,861+80.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 14.64% | 150.76%-136.1pp | 115.59%-101.0pp | 345.32%-330.7pp |
| Employer contribution / active EE | $4,899 | $6,371-23.1% | $5,614-12.7% | $4,762+2.9% |
| Participant deferral / active EE | $13,045 | $8,034+62.4% | $7,298+78.7% | $5,850+123.0% |
| Admin fee / account holder | $180 | $13,121-98.6% | $10,843-98.3% | $11,596-98.5% |