Filed December 14, 2015
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 | $96,419 | $33,232+190.1% | $71,796+34.3% | $63,975+50.7% |
| Participation rate | 95.7% | 60.1%+35.6pp | 69.1%+26.6pp | 71.1%+24.6pp |
| Annual return | 14.73% | 11.99%+2.7pp | 78.04%-63.3pp | 48.65%-33.9pp |
| Employer contribution / active EE | $3,856 | $723+433.4% | $1,924+100.4% | $2,182+76.7% |
| Participant deferral / active EE | $0 | $1,604-100.0% | $2,794-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $63-100.0% | $4,815-100.0% | $70-100.0% |