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 | $99,091 | $67,984+45.8% | $65,493+51.3% | $74,304+33.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 14.16% | 19.87%-5.7pp | 982.45%-968.3pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,807 | $2,491+12.7% | $2,574+9.1% | $2,241+25.3% |
| Participant deferral / active EE | $4,441 | $3,346+32.7% | $3,961+12.1% | $3,767+17.9% |
| Admin fee / account holder | $125 | $1,373-90.9% | $5,028-97.5% | $2,969-95.8% |