Filed November 18, 2019 (most recent of 5 filings on file)
Total covered: 16 employees
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Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $315,971 | $69,159+356.9% | $125,195+152.4% | $67,584+367.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 26.05% | 27.12%-1.1pp | 43.79%-17.7pp | 378.59%-352.5pp |
| Employer contribution / active EE | $7,456 | $2,023+268.5% | $3,866+92.9% | $2,148+247.1% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,540-100.0% |
| Admin fee / account holder | $0 | $142-100.0% | $9,704-100.0% | $142-100.0% |