Filed August 23, 2022
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 | $97,729 | $69,708+40.2% | $67,560+44.7% | $74,478+31.2% |
| Participation rate | 93.9% | 71.4%+22.5pp | 72.9%+21.0pp | 67.2%+26.7pp |
| Annual return | 14.65% | -40.67%+55.3pp | 3533.50%-3518.9pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $1,945 | $2,715-28.3% | $2,737-28.9% | $2,626-25.9% |
| Participant deferral / active EE | $2,997 | $3,637-17.6% | $4,004-25.2% | $4,350-31.1% |
| Admin fee / account holder | $0 | $887-100.0% | $3,994-100.0% | $1,946-100.0% |