Filed July 14, 2025
Total covered: 2 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 | $71,079 | $45,050+57.8% | $63,018+12.8% | $70,126+1.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.77% | 18.76%-3.0pp | 87.62%-71.8pp | 73.15%-57.4pp |
| Employer contribution / active EE | $4,178 | $2,052+103.6% | $2,761+51.3% | $2,343+78.3% |
| Participant deferral / active EE | $5,131 | $2,466+108.1% | $3,330+54.1% | $3,332+54.0% |
| Admin fee / account holder | $0 | $2,834-100.0% | $3,601-100.0% | $4,645-100.0% |