Filed January 23, 2010
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 | $101,479 | $67,984+49.3% | $65,493+54.9% | $74,304+36.6% |
| Participation rate | 99.0% | 66.3%+32.7pp | 73.1%+25.9pp | 60.3%+38.7pp |
| Annual return | 15.48% | 19.87%-4.4pp | 982.45%-967.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $3,853 | $2,491+54.7% | $2,574+49.7% | $2,241+71.9% |
| Participant deferral / active EE | $6,409 | $3,346+91.5% | $3,961+61.8% | $3,767+70.1% |
| Admin fee / account holder | $27 | $1,373-98.1% | $5,028-99.5% | $2,969-99.1% |