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 | $417,280 | $104,544+299.1% | $96,564+332.1% | $80,187+420.4% |
| Participation rate | 99.4% | 86.4%+13.0pp | 76.0%+23.4pp | 72.9%+26.4pp |
| Annual return | 27.88% | 21.79%+6.1pp | 25.89%+2.0pp | 40.40%-12.5pp |
| Employer contribution / active EE | $0 | $3,527-100.0% | $2,967-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $0 | $6,170-100.0% | $4,852-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $8,256-100.0% | $145-100.0% |