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 | $101,164 | $74,552+35.7% | $63,018+60.5% | $69,631+45.3% |
| Participation rate | 98.1% | 78.3%+19.8pp | 74.8%+23.3pp | 70.7%+27.4pp |
| Annual return | 15.65% | 15.77%-0.1pp | 87.62%-72.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $4,951 | $2,929+69.0% | $2,761+79.3% | $2,032+143.6% |
| Participant deferral / active EE | $4,946 | $2,974+66.3% | $3,330+48.5% | $3,224+53.4% |
| Admin fee / account holder | $0 | $59-100.0% | $3,601-100.0% | $110-100.0% |