Retirement plan

FIVE STAR JUMPSTART ACADEMY 401(K) PLAN

Name: FIVE STAR JUMPSTART ACADEMY, INC. - FIVE STAR JUMPSTART ACADEMY 401(K) PLAN (2022) Form 5500
Creator: FIVE STAR JUMPSTART ACADEMY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIVE STAR JUMPSTART ACADEMY 401(K) PLAN, FIVE STAR JUMPSTART ACADEMY, INC.

FIVE STAR JUMPSTART ACADEMY, INC.EIN 03-2049960Plan #001PY 2022

4714 INDIAN SCHOOL ROAD NE - ALBUQUERQUE, NM 87110505-604-9000

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$43K

No prior year

Total participants

No prior year

Average account balance

$42,500

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 6,939 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,939 peers

Snapshot2022

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$99K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$99K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-0.17%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,500

$67,352-36.9%

$60,899-30.2%

$134,509-68.4%

Participation rate

100.0%

76.2%+23.8pp

73.1%+26.9pp

81.2%+18.8pp

Annual return

0.00%

49.99%-50.0pp

16.92%-16.9pp

418.13%-418.1pp

Employer contribution / active EE

$15,500

$3,098+400.4%

$2,702+473.6%

$4,741+227.0%

Participant deferral / active EE

$27,000

$4,539+494.9%

$3,817+607.3%

$6,400+321.9%

Admin fee / account holder

$4,585-100.0%

$3,225-100.0%

$11,427-100.0%

FIVE STAR JUMPSTART ACADEMY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIVE STAR JUMPSTART ACADEMY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion