Filed December 3, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,627 | $55,446-44.8% | $155,574-80.3% | $74,429-58.9% |
| Participation rate | 95.7% | 61.9%+33.8pp | 78.2%+17.5pp | 67.2%+28.5pp |
| Annual return | 13.22% | 269.20%-256.0pp | 64.87%-51.6pp | 1368.38%-1355.2pp |
| Employer contribution / active EE | $3,428 | $2,266+51.2% | $4,676-26.7% | $2,625+30.6% |
| Participant deferral / active EE | $4,229 | $2,836+49.1% | $5,629-24.9% | $4,348-2.7% |
| Admin fee / account holder | $0 | $1,743-100.0% | $15,914-100.0% | $1,944-100.0% |