Filed December 14, 2021 (most recent of 4 filings on file)
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.
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 | $129,412 | $105,173+23.0% | $87,102+48.6% | $77,775+66.4% |
| Participation rate | 95.7% | 85.8%+9.9pp | 76.9%+18.8pp | 73.2%+22.5pp |
| Annual return | 20.71% | 24.52%-3.8pp | 28.19%-7.5pp | 32.58%-11.9pp |
| Employer contribution / active EE | $2,451 | $2,890-15.2% | $2,521-2.8% | $2,504-2.1% |
| Participant deferral / active EE | $8,049 | $5,048+59.4% | $4,048+98.8% | $3,966+103.0% |
| Admin fee / account holder | $91 | $105-13.0% | $7,493-98.8% | $100-9.1% |