Filed November 18, 2024 (most recent of 5 filings on file)
Total covered: 4 employees
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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 | $27,162 | $52,293-48.1% | $178,503-84.8% | $73,412-63.0% |
| Participation rate | 73.1% | 65.3%+7.7pp | 81.9%-8.9pp | 72.2%+0.9pp |
| Annual return | 16.74% | 34.75%-18.0pp | 151.12%-134.4pp | 59.30%-42.6pp |
| Employer contribution / active EE | $1,399 | $1,736-19.4% | $5,011-72.1% | $2,234-37.4% |
| Participant deferral / active EE | $1,990 | $2,333-14.7% | $5,202-61.8% | $3,806-47.7% |
| Admin fee / account holder | $13 | $127-90.0% | $13,987-99.9% | $158-91.9% |