Filed October 26, 2017 (most recent of 2 filings on file)
Total covered: 4 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,259 | $90,607-13.6% | $79,467-1.5% | $135,380-42.2% |
| Participation rate | 85.0% | 76.0%+9.0pp | 73.3%+11.7pp | 82.6%+2.4pp |
| Annual return | 9.73% | 977.74%-968.0pp | 718.30%-708.6pp | 519.81%-510.1pp |
| Employer contribution / active EE | $3,064 | $3,068-0.1% | $2,800+9.4% | $4,779-35.9% |
| Participant deferral / active EE | $4,702 | $4,050+16.1% | $3,704+26.9% | $5,609-16.2% |
| Admin fee / account holder | $6,862 | $5,895+16.4% | $5,104+34.4% | $10,828-36.6% |