Filed July 27, 2011 (most recent of 5 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $479,618-100.0% | $209,754-100.0% | $479,618-100.0% |
| Participation rate | 0.0% | 89.3%-89.3pp | 50.0%-50.0pp | 89.3%-89.3pp |
| Annual return | 0.00% | 101.32%-101.3pp | -16.96%+17.0pp | 101.32%-101.3pp |
| Employer contribution / active EE | $0 | $22,484-100.0% | $27,500-100.0% | $22,484-100.0% |
| Participant deferral / active EE | $0 | $7,699-100.0% | - | $7,699-100.0% |
| Admin fee / account holder | $0 | $12,520-100.0% | $0 | $12,520-100.0% |