Filed October 26, 2016 (most recent of 7 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,335 | $125,797-72.7% | $170,043-79.8% | $75,173-54.3% |
| Participation rate | 78.8% | 83.6%-4.8pp | 87.0%-8.2pp | 67.2%+11.6pp |
| Annual return | 20.59% | 27.20%-6.6pp | 53.40%-32.8pp | 160.72%-140.1pp |
| Employer contribution / active EE | $980 | $4,616-78.8% | $6,790-85.6% | $2,671-63.3% |
| Participant deferral / active EE | $3,878 | $6,838-43.3% | $10,410-62.7% | $4,126-6.0% |
| Admin fee / account holder | $40 | $8,177-99.5% | $12,824-99.7% | $5,651-99.3% |