Filed November 15, 2006
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,700 | $98,982+69.4% | $162,185+3.4% | $65,188+157.3% |
| Participation rate | 97.7% | 85.8%+11.9pp | 87.6%+10.1pp | 70.2%+27.5pp |
| Annual return | 24.59% | 24.84%-0.3pp | 115.61%-91.0pp | 29.38%-4.8pp |
| Employer contribution / active EE | $3,025 | $3,467-12.7% | $5,613-46.1% | $2,177+39.0% |
| Participant deferral / active EE | $6,415 | $5,384+19.1% | $7,297-12.1% | $3,514+82.5% |
| Admin fee / account holder | $0 | $596-100.0% | $10,844-100.0% | $847-100.0% |