Filed February 28, 2023
Total covered: 6 employees
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 | $64,383 | $52,467+22.7% | $57,196+12.6% | $55,167+16.7% |
| Participation rate | 95.4% | 75.8%+19.5pp | 75.3%+20.0pp | 69.0%+26.4pp |
| Annual return | 6.57% | 7.72%-1.1pp | 14.59%-8.0pp | 169.23%-162.7pp |
| Employer contribution / active EE | $3,534 | $2,477+42.7% | $2,683+31.7% | $1,963+80.1% |
| Participant deferral / active EE | $3,101 | $2,830+9.6% | $3,096+0.2% | $3,054+1.5% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |