Filed January 18, 2006 (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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,299 | $138,125-73.0% | $125,401-70.3% | $134,554-72.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.76% | 751.06%-768.8pp | 572.53%-590.3pp | 418.46%-436.2pp |
| Employer contribution / active EE | $2,762 | $5,246-47.3% | $4,816-42.6% | $4,742-41.7% |
| Participant deferral / active EE | $6,385 | $7,801-18.2% | $7,448-14.3% | $6,401-0.3% |
| Admin fee / account holder | $678 | $11,569-94.1% | $10,008-93.2% | $11,430-94.1% |