Filed April 28, 1998
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,905 | $169,122+64.3% | $78,002+256.3% | $329,111-15.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 75.5%+24.5pp | 67.9%+32.1pp |
| Annual return | 6.24% | 11.00%-4.8pp | 425.99%-419.7pp | 16.35%-10.1pp |
| Employer contribution / active EE | $15,690 | $5,827+169.3% | $2,470+535.2% | $2,303+581.2% |
| Participant deferral / active EE | $17,336 | $8,046+115.5% | $3,497+395.7% | $3,682+370.8% |
| Admin fee / account holder | $0 | $83-100.0% | $5,481-100.0% | $754-100.0% |