Filed April 11, 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $700,105 | $72,277+868.6% | $101,248+591.5% | $79,858+776.7% |
| Participation rate | 94.7% | 68.5%+26.2pp | 75.8%+18.9pp | 69.6%+25.0pp |
| Annual return | 29.18% | 22.30%+6.9pp | 46.47%-17.3pp | 31.71%-2.5pp |
| Employer contribution / active EE | $17,072 | $2,692+534.3% | $3,660+366.5% | $2,471+591.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $4,400-100.0% | $5,945-100.0% | $5,306-100.0% |