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 | $475,199 | $110,258+331.0% | $102,460+363.8% | $200,096+137.5% |
| Participation rate | 99.6% | 86.3%+13.3pp | 76.5%+23.1pp | 72.0%+27.6pp |
| Annual return | 29.97% | 35.78%-5.8pp | 29.47%+0.5pp | 34.26%-4.3pp |
| Employer contribution / active EE | $0 | $3,605-100.0% | $3,025-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $6,377-100.0% | $5,056-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $9,460-100.0% | $269-100.0% |