Filed November 2, 2012
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,047 | $86,286-49.0% | $111,297-60.4% | $85,850-48.7% |
| Participation rate | 97.7% | 73.3%+24.4pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 4.09% | 19.99%-15.9pp | 54.65%-50.6pp | 318.53%-314.4pp |
| Employer contribution / active EE | $10,920 | $2,043+434.4% | $2,731+299.8% | $2,565+325.7% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |