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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,277 | $75,284-41.2% | $91,004-51.3% | $69,631-36.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 75.6%+24.4pp | 70.7%+29.3pp |
| Annual return | 26.58% | 48.40%-21.8pp | 4.60%+22.0pp | 27571.02%-27544.4pp |
| Employer contribution / active EE | $885 | $2,473-64.2% | $2,456-64.0% | $2,032-56.4% |
| Participant deferral / active EE | $1,749 | $3,700-52.7% | $3,548-50.7% | $3,224-45.7% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |