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 | $86,254 | $65,557+31.6% | $64,056+34.7% | $71,457+20.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 14.97% | 18.94%-4.0pp | 33.69%-18.7pp | 28.85%-13.9pp |
| Employer contribution / active EE | $2,708 | $2,669+1.5% | $2,747-1.4% | $2,588+4.7% |
| Participant deferral / active EE | $3,957 | $3,626+9.1% | $3,880+2.0% | $4,289-7.7% |
| Admin fee / account holder | $111 | $616-82.0% | $3,068-96.4% | $1,587-93.0% |