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 | $117,441 | $84,499+39.0% | $125,391-6.3% | $66,949+75.4% |
| Participation rate | 89.1% | 76.4%+12.7pp | 82.4%+6.8pp | 69.8%+19.3pp |
| Annual return | -12.45% | -8.49%-4.0pp | 572.41%-584.9pp | 1.57%-14.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,096 | $6,785+34.1% | $7,448+22.1% | $4,239+114.6% |
| Admin fee / account holder | $23 | $685-96.7% | $10,009-99.8% | $594-96.2% |