Filed July 20, 2006
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.
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 | $252,328 | $148,978+69.4% | $200,582+25.8% | $84,808+197.5% |
| Participation rate | 97.1% | 84.2%+12.9pp | 86.9%+10.2pp | 68.3%+28.8pp |
| Annual return | 9.14% | 28.16%-19.0pp | 42.33%-33.2pp | 40.90%-31.8pp |
| Employer contribution / active EE | $9,588 | $4,815+99.1% | $6,419+49.4% | $2,631+264.4% |
| Participant deferral / active EE | $3,282 | $7,142-54.1% | $9,331-64.8% | $4,212-22.1% |
| Admin fee / account holder | $0 | $13,977-100.0% | $16,305-100.0% | $7,344-100.0% |