Filed February 17, 2006
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,200 | $42,894+82.3% | $60,874+28.5% | $68,494+14.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -13.16% | -13.98%+0.8pp | 16.90%-30.1pp | -7.84%-5.3pp |
| Employer contribution / active EE | $2,813 | $1,978+42.2% | $2,701+4.1% | $2,596+8.4% |
| Participant deferral / active EE | $3,841 | $2,867+34.0% | $3,817+0.6% | $4,027-4.6% |
| Admin fee / account holder | -$1,299 | $3,101-141.9% | $3,224-140.3% | $5,403-124.0% |