Filed July 11, 1
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).
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 | $1,005,371 | $104,336+863.6% | $159,495+530.3% | $86,828+1057.9% |
| Participation rate | 98.9% | 77.7%+21.2pp | 82.8%+16.1pp | 72.3%+26.7pp |
| Annual return | 14.84% | 26.32%-11.5pp | 263.72%-248.9pp | 97.95%-83.1pp |
| Employer contribution / active EE | $29,329 | $3,451+749.8% | $4,831+507.1% | $2,406+1118.9% |
| Participant deferral / active EE | $15,921 | $6,837+132.9% | $7,354+116.5% | $4,132+285.3% |
| Admin fee / account holder | $0 | $172-100.0% | $10,804-100.0% | $170-100.0% |