Filed February 5, 2024 (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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,569 | $88,122+50.4% | $141,191-6.1% | $67,579+96.2% |
| Participation rate | 97.5% | 76.5%+21.1pp | 82.5%+15.0pp | 71.3%+26.2pp |
| Annual return | 18.25% | 75.40%-57.2pp | 71.41%-53.2pp | 378.56%-360.3pp |
| Employer contribution / active EE | $9,416 | $3,224+192.0% | $4,736+98.8% | $2,148+338.4% |
| Participant deferral / active EE | $5,934 | $5,958-0.4% | $6,710-11.6% | $3,539+67.7% |
| Admin fee / account holder | $7 | $131-94.6% | $10,264-99.9% | $142-95.0% |