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 | $151,776 | $138,331+9.7% | $86,717+75.0% | $89,433+69.7% |
| Participation rate | 99.3% | 88.9%+10.4pp | 76.6%+22.7pp | 71.3%+28.0pp |
| Annual return | -12.46% | -11.72%-0.7pp | 35.97%-48.4pp | -11.88%-0.6pp |
| Employer contribution / active EE | $4,043 | $4,812-16.0% | $2,837+42.5% | $3,021+33.8% |
| Participant deferral / active EE | $9,161 | $8,027+14.1% | $4,657+96.7% | $5,125+78.8% |
| Admin fee / account holder | $0 | $64-100.0% | $7,494-100.0% | $79-100.0% |