Filed September 25, 1992
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,314 | $164,350-7.9% | $95,968+57.7% | $106,273+42.4% |
| Participation rate | 98.6% | 90.5%+8.2pp | 77.1%+21.5pp | 70.8%+27.8pp |
| Annual return | 15.70% | 14.56%+1.1pp | 91.65%-76.0pp | 21.70%-6.0pp |
| Employer contribution / active EE | $3,108 | $4,292-27.6% | $2,542+22.3% | $2,722+14.2% |
| Participant deferral / active EE | $6,874 | $7,854-12.5% | $4,167+65.0% | $4,601+49.4% |
| Admin fee / account holder | $0 | $65-100.0% | $6,798-100.0% | $78-100.0% |