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 | $564,480-100.0% | $238,250-100.0% | $564,480-100.0% |
| Participation rate | 0.0% | 89.1%-89.1pp | 75.0%-75.0pp | 89.1%-89.1pp |
| Annual return | 0.00% | -14.07%+14.1pp | 0.80%-0.8pp | -14.07%+14.1pp |
| Employer contribution / active EE | $0 | $29,221-100.0% | $30,500-100.0% | $29,221-100.0% |
| Participant deferral / active EE | $0 | $5,729-100.0% | - | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $10,940-100.0% | $27,140-100.0% |