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 | $363,171 | $78,419+363.1% | $133,982+171.1% | $73,415+394.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 24.66% | 33.35%-8.7pp | 45.10%-20.4pp | 59.30%-34.6pp |
| Employer contribution / active EE | $9,595 | $2,044+369.5% | $3,919+144.8% | $2,234+329.5% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |