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 | $289,647 | $201,272+43.9% | $184,203+57.2% | $145,922+98.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.68% | 29.00%-19.3pp | 28.81%-19.1pp | 561.29%-551.6pp |
| Employer contribution / active EE | $7,501 | $7,022+6.8% | $6,427+16.7% | $4,660+61.0% |
| Participant deferral / active EE | $19,194 | $9,806+95.7% | $9,131+110.2% | $6,688+187.0% |
| Admin fee / account holder | $173 | $16,364-98.9% | $13,901-98.8% | $13,397-98.7% |