Filed December 19, 2013
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 | $37,368 | $47,448-21.2% | $94,993-60.7% | $62,292-40.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | -20.27% | 22.64%-42.9pp | 27.12%-47.4pp | 28.90%-49.2pp |
| Employer contribution / active EE | $6,511 | $1,300+400.9% | $2,603+150.1% | $2,042+218.8% |
| Participant deferral / active EE | $0 | $2,375-100.0% | $3,317-100.0% | $3,169-100.0% |
| Admin fee / account holder | $21 | $434-95.2% | $4,960-99.6% | $479-95.6% |