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 | $87,575 | $73,102+19.8% | $123,553-29.1% | $56,289+55.6% |
| Participation rate | 95.0% | 74.3%+20.7pp | 82.3%+12.8pp | 69.9%+25.2pp |
| Annual return | -1.54% | 3.01%-4.5pp | 119.21%-120.7pp | -9.96%+8.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,453 | $5,423+19.0% | $6,426+0.4% | $3,350+92.6% |
| Admin fee / account holder | $60 | $554-89.1% | $9,284-99.3% | $521-88.4% |