Filed January 29, 2006 (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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,576 | $185,545+58.2% | $90,767+223.4% | $89,433+228.3% |
| Participation rate | 94.8% | 85.0%+9.8pp | 75.7%+19.1pp | 71.3%+23.5pp |
| Annual return | -14.26% | -13.56%-0.7pp | -12.16%-2.1pp | -11.88%-2.4pp |
| Employer contribution / active EE | $12,897 | $7,210+78.9% | $2,922+341.4% | $3,021+327.0% |
| Participant deferral / active EE | $14,804 | $9,550+55.0% | $4,565+224.3% | $5,125+188.9% |
| Admin fee / account holder | $0 | $100-100.0% | $8,445-100.0% | $79-100.0% |