Filed December 19, 2011 (most recent of 3 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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $350,496-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 31.4%-31.4pp | 0.0%0pp |
| Annual return | 13.09% | 16.32%-3.2pp | 12.88%+0.2pp | 16.32%-3.2pp |
| Employer contribution / active EE | $9,075 | $12,766-28.9% | $40,010-77.3% | $12,766-28.9% |
| Participant deferral / active EE | $0 | $800-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,226-100.0% | - |