Filed July 10, 2007
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 7-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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $378,337 | $60,545+524.9% | $92,233+310.2% | $69,631+443.3% |
| Participation rate | 99.9% | 72.2%+27.7pp | 76.5%+23.4pp | 70.7%+29.2pp |
| Annual return | 46.16% | 19.71%+26.4pp | 176.28%-130.1pp | 27571.02%-27524.9pp |
| Employer contribution / active EE | $21,256 | $2,633+707.2% | $3,679+477.7% | $2,032+946.0% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |