Filed April 5, 2005
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,715 | $69,848-41.7% | $115,756-64.8% | $66,954-39.2% |
| Participation rate | 99.5% | 70.6%+28.9pp | 77.1%+22.4pp | 69.8%+29.7pp |
| Annual return | -4.17% | 969.66%-973.8pp | 143.14%-147.3pp | 1.57%-5.7pp |
| Employer contribution / active EE | $3,787 | $2,613+45.0% | $3,793-0.1% | $2,545+48.8% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $6,254-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $8,124-100.0% | $594-100.0% |