Filed October 18, 2004
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $334,695 | $50,169+567.1% | $149,740+123.5% | $80,187+317.4% |
| Participation rate | 98.2% | 64.3%+33.9pp | 78.8%+19.4pp | 72.9%+25.3pp |
| Annual return | 22.01% | 29.82%-7.8pp | 134.51%-112.5pp | 40.40%-18.4pp |
| Employer contribution / active EE | $3,432 | $1,869+83.6% | $4,821-28.8% | $2,980+15.2% |
| Participant deferral / active EE | $22,346 | $3,194+599.5% | $5,683+293.2% | $5,016+345.5% |
| Admin fee / account holder | -$184 | $153-220.2% | $13,222-101.4% | $145-226.6% |