Filed October 13, 2017
Total covered: 15 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $29,240 | $68,413-57.3% | $123,105-76.2% | $55,191-47.0% |
| Participation rate | 97.8% | 84.5%+13.2pp | 86.8%+11.0pp | 69.2%+28.6pp |
| Annual return | 6.03% | 6.30%-0.3pp | 13.22%-7.2pp | 10.78%-4.7pp |
| Employer contribution / active EE | $672 | $3,050-78.0% | $5,151-87.0% | $1,899-64.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |