Filed August 8, 2024
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,712 | $69,774-34.5% | $67,561-32.3% | $74,429-38.6% |
| Participation rate | 96.4% | 71.4%+25.1pp | 72.9%+23.5pp | 67.2%+29.2pp |
| Annual return | 13.40% | -40.53%+53.9pp | 3525.44%-3512.0pp | 1368.38%-1355.0pp |
| Employer contribution / active EE | $827 | $2,710-69.5% | $2,735-69.8% | $2,625-68.5% |
| Participant deferral / active EE | $2,617 | $3,636-28.0% | $4,003-34.6% | $4,348-39.8% |
| Admin fee / account holder | $129 | $890-85.5% | $4,006-96.8% | $1,944-93.4% |