Filed October 1, 2021 (most recent of 2 filings on file)
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,017 | $60,795-67.1% | $69,483-71.2% | $65,186-69.3% |
| Participation rate | 73.8% | 74.9%-1.1pp | 74.6%-0.8pp | 70.2%+3.6pp |
| Annual return | 64.79% | 17.46%+47.3pp | 28.99%+35.8pp | 29.39%+35.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,986 | $3,162-5.6% | $3,537-15.6% | $3,514-15.0% |
| Admin fee / account holder | $0 | $314-100.0% | $3,841-100.0% | $847-100.0% |