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 | $108,320 | $69,763+55.3% | $67,502+60.5% | $74,495+45.4% |
| Participation rate | 81.3% | 71.4%+10.0pp | 72.9%+8.5pp | 67.2%+14.1pp |
| Annual return | 12.09% | -40.34%+52.4pp | 3512.12%-3500.0pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $1,204 | $2,704-55.5% | $2,731-55.9% | $2,623-54.1% |
| Participant deferral / active EE | $6,910 | $3,636+90.0% | $4,000+72.7% | $4,346+59.0% |
| Admin fee / account holder | $143 | $896-84.0% | $3,998-96.4% | $1,942-92.6% |