Filed May 6, 2011 (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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $127,144-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 1.9%-1.9pp | 62.9%-62.9pp | 1.9%-1.9pp |
| Annual return | 13.31% | 23.90%-10.6pp | 9.35%+4.0pp | 23.90%-10.6pp |
| Employer contribution / active EE | $8,817 | $16,539-46.7% | $25,504-65.4% | $16,539-46.7% |
| Participant deferral / active EE | $0 | $350-100.0% | $1,066-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,049-100.0% | $18,975-100.0% |