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 | $394,256 | $81,719+382.5% | $101,248+289.4% | $90,288+336.7% |
| Participation rate | 99.9% | 80.7%+19.2pp | 75.8%+24.1pp | 73.4%+26.6pp |
| Annual return | 24.05% | 337.64%-313.6pp | 46.47%-22.4pp | 53.97%-29.9pp |
| Employer contribution / active EE | $24,629 | $3,622+579.9% | $3,660+573.0% | $2,524+875.8% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $5,945-100.0% | $114-100.0% |