Filed March 9, 2020
Total covered: 4 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 | $94,377 | $51,769+82.3% | $57,356+64.5% | $52,331+80.3% |
| Participation rate | 99.5% | 75.2%+24.3pp | 75.1%+24.4pp | 68.1%+31.4pp |
| Annual return | 4.01% | 2.43%+1.6pp | 24.41%-20.4pp | 4.54%-0.5pp |
| Employer contribution / active EE | $2,587 | $2,335+10.8% | $2,689-3.8% | $1,882+37.5% |
| Participant deferral / active EE | $2,712 | $2,794-2.9% | $3,162-14.2% | $3,022-10.3% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |