Filed November 26, 1997 (most recent of 3 filings on file)
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 appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $74,629 | $50,919+46.6% | $155,556-52.0% | $77,762-4.0% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 11.85% | 34.84%-23.0pp | 64.84%-53.0pp | 31.27%-19.4pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $2 | $437-99.6% | $15,885-100.0% | $433-99.6% |