Filed January 29, 2006 (most recent of 4 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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $352,775 | $239,209+47.5% | $106,554+231.1% | $106,520+231.2% |
| Participation rate | 95.4% | 89.6%+5.8pp | 76.1%+19.2pp | 71.3%+24.1pp |
| Annual return | 12.65% | 17.49%-4.8pp | 26.80%-14.2pp | 19.28%-6.6pp |
| Employer contribution / active EE | $13,146 | $6,641+98.0% | $2,819+366.3% | $2,840+362.8% |
| Participant deferral / active EE | $13,565 | $9,673+40.2% | $4,398+208.4% | $4,948+174.2% |
| Admin fee / account holder | $0 | $95-100.0% | $7,408-100.0% | $75-100.0% |