Filed August 7, 2019 (most recent of 4 filings on file)
Total covered: 4 employees
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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,992 | $123,793-70.1% | $177,848-79.2% | $79,856-53.7% |
| Participation rate | 96.6% | 84.7%+11.9pp | 87.7%+8.8pp | 69.6%+26.9pp |
| Annual return | 14.55% | 22.82%-8.3pp | 48.33%-33.8pp | 31.71%-17.2pp |
| Employer contribution / active EE | $1,957 | $4,095-52.2% | $5,919-66.9% | $2,471-20.8% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,431-100.0% | $5,306-100.0% |