Filed March 4, 2024 (most recent of 2 filings on file)
Total covered: 6 employees
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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,414 | $38,969-19.4% | $109,313-71.3% | $55,167-43.1% |
| Participation rate | 20.0% | 58.2%-38.2pp | 71.3%-51.3pp | 69.0%-49.0pp |
| Annual return | 8.75% | 8.26%+0.5pp | 22.07%-13.3pp | 169.23%-160.5pp |
| Employer contribution / active EE | $365 | $1,227-70.2% | $3,892-90.6% | $1,963-81.4% |
| Participant deferral / active EE | $787 | $2,176-63.8% | $3,166-75.1% | $3,054-74.2% |
| Admin fee / account holder | $30 | $501-94.0% | $5,666-99.5% | $504-94.0% |