Filed September 23, 1996
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
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 | $148,196 | $82,279+80.1% | $78,002+90.0% | $63,975+131.6% |
| Participation rate | 95.5% | 84.7%+10.8pp | 75.5%+19.9pp | 71.1%+24.3pp |
| Annual return | 9.00% | 11.20%-2.2pp | 425.99%-417.0pp | 48.65%-39.7pp |
| Employer contribution / active EE | $5,749 | $3,297+74.4% | $2,470+132.7% | $2,182+163.5% |
| Participant deferral / active EE | $7,053 | $4,538+55.4% | $3,497+101.7% | $3,356+110.1% |
| Admin fee / account holder | -$56 | $81-169.1% | $5,481-101.0% | $70-179.9% |