Filed April 7, 2014 (most recent of 2 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.
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 | $100,228 | $74,706+34.2% | $75,696+32.4% | $79,386+26.3% |
| Participation rate | 99.0% | 75.3%+23.6pp | 74.8%+24.2pp | 70.7%+28.3pp |
| Annual return | 13.19% | 18.52%-5.3pp | 104.53%-91.3pp | 116.85%-103.7pp |
| Employer contribution / active EE | $1,028 | $2,590-60.3% | $2,743-62.5% | $2,427-57.7% |
| Participant deferral / active EE | $6,308 | $3,533+78.5% | $3,821+65.1% | $4,046+55.9% |
| Admin fee / account holder | $109 | $374-70.8% | $3,619-97.0% | $626-82.5% |