Filed March 29, 2006 (most recent of 2 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.
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.
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $437,849 | $144,879+202.2% | $111,319+293.3% | $93,010+370.8% |
| Participation rate | 99.3% | 86.1%+13.1pp | 77.3%+22.0pp | 73.9%+25.4pp |
| Annual return | 32.80% | 18.11%+14.7pp | 54.68%-21.9pp | 158.70%-125.9pp |
| Employer contribution / active EE | $0 | $3,052-100.0% | $2,732-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $5,576-100.0% | $4,488-100.0% | $4,561-100.0% |
| Admin fee / account holder | $0 | $104-100.0% | $7,966-100.0% | $152-100.0% |