Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $101,672+40.5% | $147,117-2.9% | $74,478+91.8% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 16.19% | 8757.83%-8741.6pp | 420.54%-404.3pp | 1370.56%-1354.4pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,932-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,819 | $7,305+20.7% | $8,065+9.4% | $4,350+102.7% |
| Admin fee / account holder | $35 | $1,753-98.0% | $12,993-99.7% | $1,946-98.2% |