Filed December 4, 2020 (most recent of 2 filings on file)
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 | $183,205 | $58,275+214.4% | $81,844+123.8% | $80,935+126.4% |
| Participation rate | 88.6% | 63.5%+25.1pp | 72.4%+16.2pp | 67.7%+20.9pp |
| Annual return | 13.13% | 41.82%-28.7pp | 778.87%-765.7pp | 35.66%-22.5pp |
| Employer contribution / active EE | $15,246 | $2,346+549.9% | $2,916+422.7% | $2,757+453.0% |
| Participant deferral / active EE | $10,261 | $3,285+212.3% | $4,323+137.3% | $4,299+138.6% |
| Admin fee / account holder | $3,113 | $4,749-34.5% | $7,355-57.7% | $6,924-55.0% |