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 | $1,945,623 | $209,411+829.1% | $178,490+990.0% | $158,922+1124.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.69% | 188.75%-169.1pp | 151.07%-131.4pp | 302.83%-283.1pp |
| Employer contribution / active EE | $32,753 | $5,706+474.0% | $5,011+553.7% | $4,761+587.9% |
| Participant deferral / active EE | $19,723 | $5,954+231.2% | $5,202+279.2% | $5,982+229.7% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |