Filed October 21, 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,265 | $94,339+143.0% | $75,501+203.7% | $177,276+29.3% |
| Participation rate | 99.9% | 80.3%+19.6pp | 72.4%+27.6pp | 74.8%+25.1pp |
| Annual return | 15.05% | 18.58%-3.5pp | 27.35%-12.3pp | 21.25%-6.2pp |
| Employer contribution / active EE | $7,673 | $2,982+157.3% | $2,352+226.3% | $2,479+209.5% |
| Participant deferral / active EE | $9,305 | $3,974+134.2% | $3,142+196.1% | $3,881+139.8% |
| Admin fee / account holder | $59 | $53+12.0% | $5,801-99.0% | $154-61.5% |