Filed May 23, 2018 (most recent of 3 filings on file)
Total covered: 7 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 | $116,740 | $80,005+45.9% | $140,019-16.6% | $55,727+109.5% |
| Participation rate | 96.8% | 87.0%+9.8pp | 87.5%+9.3pp | 70.9%+26.0pp |
| Annual return | 0.00% | 0.46%-0.5pp | 651.19%-651.2pp | 244.94%-244.9pp |
| Employer contribution / active EE | $4,192 | $3,403+23.2% | $5,605-25.2% | $2,078+101.7% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |