Filed April 25, 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 | $1,215,840 | $180,449+573.8% | $154,107+689.0% | $135,375+798.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.52% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.3pp |
| Employer contribution / active EE | $31,904 | $6,035+428.7% | $5,298+502.3% | $4,779+567.6% |
| Participant deferral / active EE | $18,652 | $5,806+221.2% | $5,081+267.1% | $5,609+232.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |