Filed April 16, 2018 (most recent of 3 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $148,256 | $104,479+41.9% | $159,474-7.0% | $79,391+86.7% |
| Participation rate | 89.2% | 76.6%+12.6pp | 82.8%+6.4pp | 70.7%+18.5pp |
| Annual return | 27.84% | 67.98%-40.1pp | 263.68%-235.8pp | 116.88%-89.0pp |
| Employer contribution / active EE | $459 | $3,417-86.6% | $4,831-90.5% | $2,428-81.1% |
| Participant deferral / active EE | $13,492 | $6,468+108.6% | $7,353+83.5% | $4,046+233.5% |
| Admin fee / account holder | $9 | $711-98.8% | $10,802-99.9% | $627-98.6% |