Filed September 30, 2003 (most recent of 4 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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,778 | $43,550-86.7% | $63,244-90.9% | $52,331-89.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 71.0%+29.0pp | 68.1%+31.9pp |
| Annual return | -0.78% | 2.03%-2.8pp | -70.31%+69.5pp | 4.54%-5.3pp |
| Employer contribution / active EE | $392 | $1,351-71.0% | $2,322-83.1% | $1,882-79.2% |
| Participant deferral / active EE | $1,635 | $2,254-27.4% | $2,953-44.6% | $3,022-45.9% |
| Admin fee / account holder | $0 | $387-100.0% | $5,893-100.0% | $592-100.0% |