Filed March 1, 2019
Total covered: 3 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 | $113,047 | $95,542+18.3% | $69,464+62.7% | $67,579+67.3% |
| Participation rate | 93.6% | 79.4%+14.3pp | 74.6%+19.0pp | 71.3%+22.4pp |
| Annual return | 16.40% | 17.67%-1.3pp | 28.98%-12.6pp | 378.56%-362.2pp |
| Employer contribution / active EE | $3,232 | $2,989+8.1% | $2,779+16.3% | $2,148+50.5% |
| Participant deferral / active EE | $3,450 | $3,263+5.7% | $3,536-2.4% | $3,539-2.5% |
| Admin fee / account holder | $0 | $90-100.0% | $3,840-100.0% | $142-100.0% |