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 | $80,745 | $67,512+19.6% | $185,854-56.6% | $93,010-13.2% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 12.75% | 21.04%-8.3pp | 122.12%-109.4pp | 158.70%-146.0pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $2 | $318-99.5% | $16,246-100.0% | $152-98.9% |