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 | $134,225 | $203,209-33.9% | $159,487-15.8% | - |
| Participation rate | 88.8% | 77.0%+11.7pp | 82.8%+5.9pp | - |
| Annual return | 13.31% | 10.23%+3.1pp | 263.71%-250.4pp | - |
| Employer contribution / active EE | $0 | $2,919-100.0% | $4,831-100.0% | - |
| Participant deferral / active EE | $7,549 | $5,954+26.8% | $7,354+2.7% | - |
| Admin fee / account holder | $115 | $10,627-98.9% | $10,804-98.9% | - |