Filed March 3, 2015
Total covered: 2 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 | $81,091 | $57,976+39.9% | $63,018+28.7% | $62,293+30.2% |
| Participation rate | 99.6% | 75.9%+23.6pp | 74.8%+24.8pp | 69.5%+30.1pp |
| Annual return | 13.40% | 17.54%-4.1pp | 87.62%-74.2pp | 28.90%-15.5pp |
| Employer contribution / active EE | $1,118 | $2,415-53.7% | $2,761-59.5% | $2,042-45.3% |
| Participant deferral / active EE | $3,318 | $2,956+12.3% | $3,330-0.3% | $3,169+4.7% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |