Filed June 12, 2018 (most recent of 2 filings on file)
Total covered: 10 employees
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Annual investment return is in the bottom quintile of the peer cohort.
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 | $95,146 | $80,753+17.8% | $136,298-30.2% | $62,293+52.7% |
| Participation rate | 95.2% | 73.5%+21.7pp | 81.9%+13.3pp | 69.5%+25.7pp |
| Annual return | 15.05% | 35.83%-20.8pp | 5156.27%-5141.2pp | 28.90%-13.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,696-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,959 | $5,164+34.8% | $6,247+11.4% | $3,169+119.6% |
| Admin fee / account holder | $19 | $525-96.5% | $9,244-99.8% | $479-96.1% |