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 | $50,703 | $46,360+9.4% | $147,618-65.7% | $52,331-3.1% |
| Participation rate | 97.7% | 64.9%+32.8pp | 84.6%+13.1pp | 68.1%+29.6pp |
| Annual return | -1.60% | 1.62%-3.2pp | 61.98%-63.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $6,584 | $2,126+209.7% | $5,564+18.3% | $1,882+249.9% |
| Participant deferral / active EE | $4,162 | $2,258+84.4% | $4,895-15.0% | $3,022+37.7% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |