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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,685 | $104,862-19.2% | $90,161-6.1% | $80,976+4.6% |
| Participation rate | 86.8% | 78.9%+7.9pp | 76.9%+9.9pp | 68.3%+18.5pp |
| Annual return | 20.47% | 20.18%+0.3pp | 34.89%-14.4pp | 22.91%-2.4pp |
| Employer contribution / active EE | $2,527 | $2,724-7.3% | $3,318-23.9% | $2,402+5.2% |
| Participant deferral / active EE | $5,651 | $6,098-7.3% | $5,287+6.9% | $3,848+46.8% |
| Admin fee / account holder | $1 | $76-98.1% | $5,943-100.0% | $67-97.9% |