Filed June 30, 2017 (most recent of 3 filings on file)
Total covered: 2 employees
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Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,444 | $84,948-33.6% | $70,494-19.9% | $73,412-23.1% |
| Participation rate | 87.5% | 79.9%+7.5pp | 75.1%+12.4pp | 72.2%+15.3pp |
| Annual return | 6.78% | 13.39%-6.6pp | 109.16%-102.4pp | 59.30%-52.5pp |
| Employer contribution / active EE | $2,181 | $2,834-23.0% | $2,738-20.3% | $2,234-2.4% |
| Participant deferral / active EE | $2,520 | $3,387-25.6% | $3,711-32.1% | $3,806-33.8% |
| Admin fee / account holder | $20 | $98-79.9% | $3,848-99.5% | $158-87.5% |