Filed July 8, 2010 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,300 | $147,727-41.6% | $115,756-25.4% | $134,554-35.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -13.06% | 73.96%-87.0pp | 143.14%-156.2pp | 418.46%-431.5pp |
| Employer contribution / active EE | $2,751 | $4,713-41.6% | $3,793-27.5% | $4,742-42.0% |
| Participant deferral / active EE | $7,979 | $7,563+5.5% | $6,254+27.6% | $6,401+24.6% |
| Admin fee / account holder | $1,511 | $14,571-89.6% | $8,124-81.4% | $11,430-86.8% |