Filed July 12, 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.
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 | $81,230 | $48,744+66.6% | $93,727-13.3% | $200,096-59.4% |
| Participation rate | 95.0% | 63.7%+31.3pp | 68.7%+26.3pp | 72.0%+23.0pp |
| Annual return | 12.34% | 15.36%-3.0pp | 133.83%-121.5pp | 34.26%-21.9pp |
| Employer contribution / active EE | $0 | $1,140-100.0% | $2,421-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $2,825-100.0% | $4,417-100.0% | $5,090-100.0% |
| Admin fee / account holder | $0 | $195-100.0% | $8,292-100.0% | $269-100.0% |