Retirement plan

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC.

Name: VALLEY VIEW SCHOOL, INC. - EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC. (2019) Form 5500
Creator: VALLEY VIEW SCHOOL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC., VALLEY VIEW SCHOOL, INC.

VALLEY VIEW SCHOOL, INC.EIN 04-2859592Plan #003PY 2019

91 OAKHAM RD - NORTH BROOKFIELD, MA 015352031508-867-6505valleyviewschool.orgLinkedIn11-50 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.2M

+146.0% from 2018

Total participants

+33.3% from 2018

Average account balance

$39,341

+88.6% from 2018

Annual return

123.93%

+118.42 pp from 2018

Benchmarks

See 3,898 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,898 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.41M

Not enough data

1 years with asset history on file

Average account balance

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

$47K

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.

85.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37486

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 codes2F2G2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Admin total

$5K

$171 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.392%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$39,341

$45,087-12.7%

$69,483-43.4%

$72,976-46.1%

Participation rate

92.6%

68.5%+24.1pp

74.6%+18.0pp

69.5%+23.1pp

Annual return

123.93%

22.67%+101.3pp

28.99%+94.9pp

81.02%+42.9pp

Employer contribution / active EE

$1,420

$2,055-30.9%

$2,780-48.9%

$2,440-41.8%

Participant deferral / active EE

$2,661

$2,603+2.2%

$3,537-24.8%

$3,608-26.3%

Admin fee / account holder

$154

$3,057-95.0%

$3,841-96.0%

$5,124-97.0%

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion