Filed April 30, 2013
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.
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 | $129,497 | $49,270+162.8% | $156,551-17.3% | $329,111-60.7% |
| Participation rate | 99.5% | 68.1%+31.4pp | 84.0%+15.5pp | 67.9%+31.7pp |
| Annual return | 8.20% | 23.25%-15.1pp | 32.23%-24.0pp | 16.35%-8.2pp |
| Employer contribution / active EE | $4,120 | $1,534+168.5% | $5,501-25.1% | $2,303+78.9% |
| Participant deferral / active EE | $6,377 | $2,920+118.4% | $4,871+30.9% | $3,682+73.2% |
| Admin fee / account holder | $10 | $51-81.0% | $13,028-99.9% | $754-98.7% |