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 | $168,635 | $161,802+4.2% | $96,564+74.6% | $96,393+74.9% |
| Participation rate | 89.4% | 92.5%-3.0pp | 76.0%+13.4pp | 71.3%+18.2pp |
| Annual return | 31.00% | 18.41%+12.6pp | 25.89%+5.1pp | 22.88%+8.1pp |
| Employer contribution / active EE | $3,172 | $5,381-41.0% | $2,967+6.9% | $3,239-2.0% |
| Participant deferral / active EE | $7,461 | $8,927-16.4% | $4,852+53.8% | $5,455+36.8% |
| Admin fee / account holder | $0 | $61-100.0% | $8,256-100.0% | $74-100.0% |