Filed May 23, 2006
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $135,273 | $58,655+130.6% | $91,994+47.0% | $65,188+107.5% |
| Participation rate | 86.9% | 75.3%+11.6pp | 78.6%+8.3pp | 70.2%+16.7pp |
| Annual return | 23.05% | 33.92%-10.9pp | 69.04%-46.0pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,572 | $2,080-24.4% | $3,453-54.5% | $2,177-27.8% |
| Participant deferral / active EE | $5,044 | $5,474-7.9% | $5,924-14.9% | $3,514+43.5% |
| Admin fee / account holder | $0 | $434-100.0% | $7,744-100.0% | $847-100.0% |