Filed October 10, 2025 (most recent of 2 filings on file)
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Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $20,312 | $89,739-77.4% | $149,721-86.4% | $62,293-67.4% |
| Participation rate | 84.3% | 85.1%-0.8pp | 87.1%-2.8pp | 69.5%+14.7pp |
| Annual return | 17.52% | 21.01%-3.5pp | 1501.67%-1484.2pp | 28.90%-11.4pp |
| Employer contribution / active EE | $64 | $3,233-98.0% | $5,444-98.8% | $2,042-96.9% |
| Participant deferral / active EE | $4,285 | $4,797-10.7% | $6,568-34.8% | $3,169+35.2% |
| Admin fee / account holder | $27 | $551-95.1% | $11,282-99.8% | $479-94.4% |