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 | $93,485 | $65,072+43.7% | $66,439+40.7% | $65,306+43.1% |
| Participation rate | 97.1% | 69.1%+28.1pp | 74.5%+22.6pp | 57.7%+39.5pp |
| Annual return | 14.80% | 21.50%-6.7pp | 757.66%-742.9pp | 21.94%-7.1pp |
| Employer contribution / active EE | $4,690 | $2,475+89.5% | $2,637+77.9% | $1,967+138.4% |
| Participant deferral / active EE | $5,156 | $3,234+59.4% | $3,876+33.0% | $2,959+74.2% |
| Admin fee / account holder | $2 | $1,323-99.8% | $6,173-100.0% | $3,480-99.9% |