Filed March 9, 2020
Total covered: 4 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 | $114,566 | $57,976+97.6% | $63,018+81.8% | $62,293+83.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.16% | 17.54%-2.4pp | 87.62%-72.5pp | 28.90%-13.7pp |
| Employer contribution / active EE | $5,153 | $2,415+113.4% | $2,761+86.6% | $2,042+152.3% |
| Participant deferral / active EE | $7,233 | $2,956+144.7% | $3,330+117.2% | $3,169+128.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |