Filed July 14, 2025
Total covered: 2 employees
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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 | $84,086 | $48,337+74.0% | $67,560+24.5% | $80,959+3.9% |
| Participation rate | 97.8% | 66.4%+31.3pp | 72.9%+24.8pp | 67.7%+30.1pp |
| Annual return | 12.42% | 18.26%-5.8pp | 3533.50%-3521.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,713 | $2,023+133.0% | $2,737+72.2% | $2,757+70.9% |
| Participant deferral / active EE | $4,914 | $2,928+67.8% | $4,004+22.7% | $4,300+14.3% |
| Admin fee / account holder | $1 | $3,695-100.0% | $3,994-100.0% | $6,925-100.0% |