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 | $85,136 | $75,183+13.2% | $123,894-31.3% | $55,167+54.3% |
| Participation rate | 95.5% | 72.8%+22.7pp | 81.4%+14.1pp | 69.0%+26.5pp |
| Annual return | 6.74% | 19.01%-12.3pp | 47.52%-40.8pp | 169.23%-162.5pp |
| Employer contribution / active EE | $0 | $2,823-100.0% | $4,617-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $6,314 | $5,084+24.2% | $5,984+5.5% | $3,054+106.7% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |