Filed December 9, 2024 (most recent of 2 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,268 | $61,295-60.4% | $149,682-83.8% | $71,476-66.0% |
| Participation rate | 87.5% | 62.5%+25.0pp | 78.8%+8.7pp | 67.9%+19.6pp |
| Annual return | 20.09% | 35.86%-15.8pp | 134.35%-114.3pp | 28.85%-8.8pp |
| Employer contribution / active EE | $2,005 | $2,380-15.8% | $4,818-58.4% | $2,589-22.6% |
| Participant deferral / active EE | $2,611 | $2,918-10.5% | $5,681-54.0% | $4,290-39.1% |
| Admin fee / account holder | $87 | $1,262-93.1% | $13,210-99.3% | $1,587-94.5% |