Filed April 7, 2008
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 | $129,942 | $37,044+250.8% | $71,796+81.0% | $57,658+125.4% |
| Participation rate | 99.8% | 61.1%+38.7pp | 69.1%+30.7pp | 70.2%+29.6pp |
| Annual return | 24.88% | 12.64%+12.2pp | 78.04%-53.2pp | 5.13%+19.7pp |
| Employer contribution / active EE | $13,516 | $720+1776.9% | $1,924+602.3% | $1,974+584.8% |
| Participant deferral / active EE | $0 | $1,974-100.0% | $2,794-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $101-100.0% | $4,815-100.0% | $95-100.0% |