Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 1 actuary disclosure
Free accounts unlock saves, downloads, and 3-year history.
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 | $0 | $44,091-100.0% | $9,655,338-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.4%-7.4pp | 4.5%-4.5pp |
| Annual return | 0.00% | 13.07%-13.1pp | 11.12%-11.1pp | 13.95%-13.9pp |
| Employer contribution / active EE | $0 | $15,406-100.0% | $22,651-100.0% | $16,598-100.0% |
| Participant deferral / active EE | $0 | $685-100.0% | $198-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $57,986-100.0% | $612-100.0% |