Filed October 26, 2006 (most recent of 3 filings on file)
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $67,138 | $129,021-48.0% | $184,203-63.6% | $77,643-13.5% |
| Participation rate | 99.3% | 87.3%+12.0pp | 86.8%+12.5pp | 70.6%+28.7pp |
| Annual return | -10.68% | 33.27%-44.0pp | 28.81%-39.5pp | 31.24%-41.9pp |
| Employer contribution / active EE | $3,631 | $4,413-17.7% | $6,427-43.5% | $2,726+33.2% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |