Filed June 5, 2025 (most recent of 3 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.
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 | $44,252 | $57,976-23.7% | $63,018-29.8% | $62,293-29.0% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 16.92% | 17.54%-0.6pp | 87.62%-70.7pp | 28.90%-12.0pp |
| Employer contribution / active EE | $2,290 | $2,415-5.1% | $2,761-17.0% | $2,042+12.2% |
| Participant deferral / active EE | $2,716 | $2,956-8.1% | $3,330-18.4% | $3,169-14.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |