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 | $171,263 | $178,759-4.2% | $102,460+67.2% | $106,553+60.7% |
| Participation rate | 97.7% | 91.3%+6.4pp | 76.5%+21.2pp | 69.8%+27.9pp |
| Annual return | 17.74% | 17.23%+0.5pp | 29.47%-11.7pp | 17.37%+0.4pp |
| Employer contribution / active EE | $3,894 | $5,750-32.3% | $3,025+28.7% | $3,359+15.9% |
| Participant deferral / active EE | $8,923 | $9,466-5.7% | $5,056+76.5% | $5,562+60.4% |
| Admin fee / account holder | $0 | $62-100.0% | $9,460-100.0% | $80-100.0% |