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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,466 | $94,115-17.7% | $83,327-7.0% | $73,367+5.6% |
| Participation rate | 91.0% | 83.7%+7.3pp | 77.8%+13.3pp | 69.5%+21.6pp |
| Annual return | -3.28% | -6.12%+2.8pp | 10.64%-13.9pp | 173.45%-176.7pp |
| Employer contribution / active EE | $2,379 | $2,931-18.8% | $3,379-29.6% | $2,499-4.8% |
| Participant deferral / active EE | $6,348 | $6,759-6.1% | $5,565+14.1% | $4,033+57.4% |
| Admin fee / account holder | $0 | $75-100.0% | $7,540-100.0% | $68-100.0% |