Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $285,686 | $62,267+358.8% | $110,243+159.1% | $55,727+412.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | 38.96% | -1.07%+40.0pp | 314.76%-275.8pp | 244.94%-206.0pp |
| Employer contribution / active EE | $5,625 | $1,941+189.7% | $3,827+47.0% | $2,078+170.6% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,548-100.0% | $115-100.0% |