Filed April 4, 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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $180,517 | $80,506+124.2% | $136,298+32.4% | $80,976+122.9% |
| Participation rate | 90.0% | 61.9%+28.1pp | 81.9%+8.0pp | 68.3%+21.7pp |
| Annual return | 18.88% | 27.70%-8.8pp | 5156.27%-5137.4pp | 22.91%-4.0pp |
| Employer contribution / active EE | $5,544 | $1,943+185.3% | $4,696+18.1% | $2,402+130.8% |
| Participant deferral / active EE | $13,073 | $4,601+184.1% | $6,247+109.3% | $3,848+239.7% |
| Admin fee / account holder | $1 | $72-99.2% | $9,244-100.0% | $67-99.1% |