Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $61,350 | $62,928-2.5% | $172,753-64.5% | $67,582-9.2% |
| Participation rate | 94.4% | 64.5%+29.9pp | 82.6%+11.8pp | 71.3%+23.1pp |
| Annual return | 20.86% | 30.36%-9.5pp | 803.00%-782.1pp | 378.57%-357.7pp |
| Employer contribution / active EE | $1,390 | $1,636-15.1% | $5,144-73.0% | $2,148-35.3% |
| Participant deferral / active EE | $3,891 | $2,145+81.4% | $5,198-25.1% | $3,539+9.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |