Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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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 | $142,852 | $101,591+40.6% | $147,096-2.9% | $74,429+91.9% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 16.19% | 8746.45%-8730.3pp | 419.75%-403.6pp | 1368.38%-1352.2pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,936-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,819 | $7,302+20.8% | $8,071+9.3% | $4,348+102.8% |
| Admin fee / account holder | $35 | $1,750-98.0% | $13,005-99.7% | $1,944-98.2% |