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 | $342,934 | $66,051+419.2% | $92,893+269.2% | $77,787+340.9% |
| Participation rate | 99.9% | 81.0%+18.9pp | 76.0%+23.8pp | 73.2%+26.6pp |
| Annual return | 14.96% | 20.69%-5.7pp | 109.41%-94.5pp | 32.57%-17.6pp |
| Employer contribution / active EE | $21,962 | $3,426+541.1% | $3,653+501.2% | $2,504+776.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $148-100.0% | $5,794-100.0% | $100-100.0% |