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 | $2,326,297 | $217,402+970.0% | $185,823+1151.9% | $167,490+1288.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.95% | 148.36%-131.4pp | 122.05%-105.1pp | 478.56%-461.6pp |
| Employer contribution / active EE | $37,873 | $5,873+544.9% | $5,167+632.9% | $4,837+682.9% |
| Participant deferral / active EE | $21,495 | $6,356+238.2% | $5,568+286.1% | $6,341+239.0% |
| Admin fee / account holder | $4 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |