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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $375,863 | $130,052+189.0% | $86,717+333.4% | $77,906+382.5% |
| Participation rate | 99.4% | 85.9%+13.5pp | 76.6%+22.8pp | 73.7%+25.7pp |
| Annual return | 2.94% | -12.73%+15.7pp | 35.97%-33.0pp | 12.16%-9.2pp |
| Employer contribution / active EE | $0 | $3,214-100.0% | $2,837-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $0 | $5,741-100.0% | $4,657-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $7,494-100.0% | $133-100.0% |