Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $78,904 | $70,083+12.6% | $59,899+31.7% | $55,725+41.6% |
| Participation rate | 59.8% | 78.4%-18.5pp | 74.7%-14.9pp | 70.9%-11.0pp |
| Annual return | 8.41% | 3.13%+5.3pp | 3.46%+5.0pp | 244.93%-236.5pp |
| Employer contribution / active EE | $2,690 | $2,878-6.6% | $2,723-1.2% | $2,078+29.4% |
| Participant deferral / active EE | $3,313 | $3,079+7.6% | $3,402-2.6% | $3,356-1.3% |
| Admin fee / account holder | $0 | $70-100.0% | $3,592-100.0% | $115-100.0% |