Filed April 14, 1999 (most recent of 3 filings on file)
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.
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $663,797-100.0% | $663,797-100.0% | $330,599-100.0% |
| Participation rate | 0.0% | 47.2%-47.2pp | 40.5%-40.5pp | 43.7%-43.7pp |
| Annual return | 3.30% | 8.11%-4.8pp | 8.13%-4.8pp | 13.05%-9.8pp |
| Employer contribution / active EE | $0 | $43,909-100.0% | $42,719-100.0% | $37,664-100.0% |
| Participant deferral / active EE | $0 | $8-100.0% | $12-100.0% | $48-100.0% |
| Admin fee / account holder | $0 | $13,741-100.0% | $13,741-100.0% | $31,365-100.0% |