Filed March 9, 2020
Total covered: 4 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 | $99,779 | $52,467+90.2% | $57,196+74.5% | $55,167+80.9% |
| Participation rate | 99.1% | 75.8%+23.2pp | 75.3%+23.8pp | 69.0%+30.1pp |
| Annual return | 6.31% | 7.72%-1.4pp | 14.59%-8.3pp | 169.23%-162.9pp |
| Employer contribution / active EE | $4,800 | $2,477+93.8% | $2,683+78.9% | $1,963+144.6% |
| Participant deferral / active EE | $5,896 | $2,830+108.3% | $3,096+90.4% | $3,054+93.0% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |