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 | $65,824 | $43,338+51.9% | $59,887+9.9% | $64,173+2.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.01% | -1.55%-0.5pp | 3.46%-5.5pp | 7.63%-9.6pp |
| Employer contribution / active EE | $4,396 | $2,030+116.5% | $2,722+61.5% | $2,381+84.6% |
| Participant deferral / active EE | $7,001 | $2,547+174.8% | $3,402+105.8% | $3,470+101.8% |
| Admin fee / account holder | $0 | $3,007-100.0% | $3,591-100.0% | $4,887-100.0% |