Filed October 2, 2017
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 | $26,855 | $61,052-56.0% | $142,863-81.2% | $79,386-66.2% |
| Participation rate | 100.0% | 60.1%+39.9pp | 71.9%+28.1pp | 70.7%+29.3pp |
| Annual return | 17.22% | 16.02%+1.2pp | 5637.54%-5620.3pp | 116.85%-99.6pp |
| Employer contribution / active EE | $2,848 | $1,481+92.3% | $4,144-31.3% | $2,427+17.3% |
| Participant deferral / active EE | $4,072 | $2,879+41.4% | $3,837+6.1% | $4,046+0.6% |
| Admin fee / account holder | $55 | $659-91.6% | $6,560-99.2% | $626-91.2% |