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 | $695,564 | $91,406+661.0% | $130,070+434.8% | $74,478+833.9% |
| Participation rate | 99.8% | 77.8%+21.9pp | 78.5%+21.3pp | 70.7%+29.0pp |
| Annual return | 42.51% | 23.21%+19.3pp | -137.40%+179.9pp | 34.37%+8.1pp |
| Employer contribution / active EE | $2,947 | $2,565+14.9% | $4,322-31.8% | $2,637+11.8% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $5,821-100.0% | $4,530-100.0% |
| Admin fee / account holder | $2 | $283-99.1% | $10,600-100.0% | $347-99.3% |