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 | $90,627 | $116,243-22.0% | $91,994-1.5% | $89,609+1.1% |
| Participation rate | 92.3% | 84.8%+7.6pp | 78.6%+13.7pp | 69.6%+22.8pp |
| Annual return | 23.64% | 23.75%-0.1pp | 69.04%-45.4pp | 33.65%-10.0pp |
| Employer contribution / active EE | $2,450 | $3,226-24.0% | $3,453-29.0% | $2,584-5.2% |
| Participant deferral / active EE | $6,514 | $7,519-13.4% | $5,924+10.0% | $4,222+54.3% |
| Admin fee / account holder | $0 | $82-100.0% | $7,744-100.0% | $72-100.0% |