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 | $142,852 | $101,653+40.5% | $147,080-2.9% | $74,459+91.9% |
| Participation rate | 97.4% | 75.6%+21.9pp | 82.2%+15.3pp | 67.2%+30.2pp |
| Annual return | 16.19% | 8754.98%-8738.8pp | 420.17%-404.0pp | 1369.70%-1353.5pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $8,819 | $7,304+20.7% | $8,066+9.3% | $4,350+102.7% |
| Admin fee / account holder | $35 | $1,752-98.0% | $12,989-99.7% | $1,945-98.2% |