Filed August 26, 2013
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.
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 | $82,354 | $75,388+9.2% | $123,553-33.3% | $55,727+47.8% |
| Participation rate | 92.0% | 75.7%+16.4pp | 82.3%+9.8pp | 70.9%+21.2pp |
| Annual return | -2.55% | 4.48%-7.0pp | 119.21%-121.8pp | 244.94%-247.5pp |
| Employer contribution / active EE | $3,847 | $3,063+25.6% | $4,628-16.9% | $2,078+85.1% |
| Participant deferral / active EE | $3,802 | $5,651-32.7% | $6,426-40.8% | $3,356+13.3% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |