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 | $776,729 | $89,465+768.2% | $165,100+370.5% | $77,762+898.9% |
| Participation rate | 99.9% | 78.6%+21.2pp | 78.6%+21.3pp | 70.6%+29.3pp |
| Annual return | 16.81% | 28.86%-12.1pp | 70.21%-53.4pp | 31.27%-14.5pp |
| Employer contribution / active EE | $3,745 | $2,565+46.0% | $4,348-13.9% | $2,728+37.3% |
| Participant deferral / active EE | $0 | $4,904-100.0% | $6,035-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $340-100.0% | $12,696-100.0% | $433-100.0% |