Filed September 12, 2022 (most recent of 2 filings on file)
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Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $162,519 | $112,772+44.1% | $57,357+183.3% | $59,188+174.6% |
| Participation rate | 98.7% | 71.3%+27.4pp | 75.1%+23.6pp | 69.4%+29.3pp |
| Annual return | 1.99% | 0.85%+1.1pp | 24.41%-22.4pp | 5.51%-3.5pp |
| Employer contribution / active EE | $7,054 | $3,400+107.5% | $2,689+162.4% | $2,098+236.2% |
| Participant deferral / active EE | $4,660 | $3,010+54.8% | $3,162+47.4% | $3,265+42.8% |
| Admin fee / account holder | $14 | $144-90.2% | $3,357-99.6% | $92-84.6% |