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 | $1,703,347 | $167,307+918.1% | $143,757+1084.9% | $134,475+1166.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $35,193 | $5,619+526.3% | $4,951+610.8% | $4,740+642.5% |
| Participant deferral / active EE | $19,966 | $6,446+209.8% | $5,637+254.2% | $6,400+212.0% |
| Admin fee / account holder | $66 | $18,088-99.6% | $14,673-99.5% | $11,426-99.4% |