Filed December 13, 2005 (most recent of 3 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 | $545,915 | $71,142+667.4% | $119,628+356.3% | $64,829+742.1% |
| Participation rate | 99.6% | 78.6%+21.0pp | 79.3%+20.4pp | 71.5%+28.1pp |
| Annual return | 30.74% | -10.01%+40.8pp | -14.98%+45.7pp | 32.85%-2.1pp |
| Employer contribution / active EE | $1,099 | $2,497-56.0% | $4,232-74.0% | $2,507-56.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,330-100.0% | $188-100.0% |