Filed October 18, 2004 (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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $306,470 | $89,497+242.4% | $69,888+338.5% | $78,104+292.4% |
| Participation rate | 99.2% | 79.9%+19.3pp | 70.5%+28.7pp | 74.5%+24.7pp |
| Annual return | -7.49% | -12.39%+4.9pp | 190.87%-198.4pp | 10.90%-18.4pp |
| Employer contribution / active EE | $8,406 | $3,152+166.7% | $2,560+228.3% | $3,128+168.8% |
| Participant deferral / active EE | $0 | $4,564-100.0% | $3,849-100.0% | $5,089-100.0% |
| Admin fee / account holder | $0 | $78-99.5% | $6,267-100.0% | $79-99.5% |