Filed June 2, 2022 (most recent of 2 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,312 | $55,002-6.7% | $59,887-14.3% | $56,287-8.8% |
| Participation rate | 82.1% | 75.9%+6.1pp | 74.7%+7.4pp | 69.9%+12.2pp |
| Annual return | 8.44% | 1.13%+7.3pp | 3.46%+5.0pp | -9.96%+18.4pp |
| Employer contribution / active EE | $2,542 | $2,448+3.9% | $2,722-6.6% | $2,111+20.4% |
| Participant deferral / active EE | $2,585 | $3,121-17.2% | $3,402-24.0% | $3,350-22.8% |
| Admin fee / account holder | $11 | $236-95.1% | $3,591-99.7% | $521-97.8% |