Filed April 7, 2026 (most recent of 6 filings on file)
Total covered: 5 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 | $58,834 | $88,515-33.5% | $162,185-63.7% | $67,582-12.9% |
| Participation rate | 99.7% | 86.8%+12.9pp | 87.6%+12.1pp | 71.3%+28.4pp |
| Annual return | 24.29% | 27.04%-2.7pp | 115.61%-91.3pp | 378.57%-354.3pp |
| Employer contribution / active EE | $3,721 | $3,563+4.4% | $5,613-33.7% | $2,148+73.2% |
| Participant deferral / active EE | $3,772 | $5,724-34.1% | $7,297-48.3% | $3,539+6.6% |
| Admin fee / account holder | $120 | $124-3.3% | $10,844-98.9% | $142-16.0% |