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 | $88,662 | $69,763+27.1% | $67,502+31.3% | $74,495+19.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 72.9%+27.1pp | 67.2%+32.8pp |
| Annual return | 11.85% | -40.34%+52.2pp | 3512.12%-3500.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,711 | $2,704+0.3% | $2,731-0.7% | $2,623+3.3% |
| Participant deferral / active EE | $3,970 | $3,636+9.2% | $4,000-0.8% | $4,346-8.7% |
| Admin fee / account holder | $123 | $896-86.3% | $3,998-96.9% | $1,942-93.7% |