Filed November 2, 1994
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $314,469 | $76,050+313.5% | $96,544+225.7% | $71,457+340.1% |
| Participation rate | 99.4% | 74.4%+25.0pp | 76.0%+23.5pp | 67.9%+31.5pp |
| Annual return | 13.01% | 22.81%-9.8pp | 25.84%-12.8pp | 28.85%-15.8pp |
| Employer contribution / active EE | $0 | $2,244-100.0% | $2,965-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,814 | $4,215-57.0% | $4,851-62.6% | $4,289-57.7% |
| Admin fee / account holder | $3 | $2,707-99.9% | $8,252-100.0% | $1,587-99.8% |