Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $84,643 | $70,002+20.9% | $115,038-26.4% | $52,331+61.7% |
| Participation rate | 95.3% | 72.1%+23.2pp | 81.4%+13.9pp | 68.1%+27.2pp |
| Annual return | 6.47% | 4.04%+2.4pp | 26.14%-19.7pp | 4.54%+1.9pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $59 | $566-89.6% | $8,175-99.3% | $592-90.1% |