Filed November 4, 2024 (most recent of 3 filings on file)
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $20,153 | $61,391-67.2% | $149,723-86.5% | $71,529-71.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 13.26% | 35.88%-22.6pp | 134.50%-121.2pp | 28.97%-15.7pp |
| Employer contribution / active EE | $801 | $2,384-66.4% | $4,821-83.4% | $2,590-69.1% |
| Participant deferral / active EE | $1,465 | $2,921-49.8% | $5,682-74.2% | $4,291-65.9% |
| Admin fee / account holder | $3 | $1,264-99.8% | $13,215-100.0% | $1,588-99.8% |