Filed February 21, 2000 (most recent of 2 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,923 | $48,082-33.6% | $77,557-58.8% | $106,273-70.0% |
| Participation rate | 18.2% | 33.6%-15.4pp | 54.2%-36.0pp | 70.8%-52.6pp |
| Annual return | 15.93% | 15.72%+0.2pp | 54.83%-38.9pp | 21.70%-5.8pp |
| Employer contribution / active EE | $163 | $457-64.3% | $987-83.5% | $2,722-94.0% |
| Participant deferral / active EE | $575 | $1,043-44.9% | $1,861-69.1% | $4,601-87.5% |
| Admin fee / account holder | $62 | $79-21.5% | $2,860-97.8% | $78-20.4% |