Filed July 14, 2025
Total covered: 2 employees
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 | $93,485 | $65,084+43.6% | $67,681+38.1% | $64,340+45.3% |
| Participation rate | 97.1% | 66.7%+30.4pp | 73.7%+23.4pp | 55.2%+41.9pp |
| Annual return | 14.80% | 20.50%-5.7pp | 590.58%-575.8pp | 24.14%-9.3pp |
| Employer contribution / active EE | $4,690 | $2,398+95.5% | $2,678+75.1% | $1,862+151.9% |
| Participant deferral / active EE | $5,156 | $3,210+60.6% | $3,976+29.7% | $2,980+73.0% |
| Admin fee / account holder | $2 | $1,415-99.9% | $6,100-100.0% | $3,703-99.9% |