Retirement plan

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC.

Name: VALLEY VIEW SCHOOL, INC. - EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC. (2022) 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 2022

PO BOX 338 - NORTH BROOKFIELD, MA 015350338508-867-6505valleyviewschool.orgLinkedIn11-50 employeesprimary/secondary education

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.8M

-0.6% from 2021

Total participants

-3.3% from 2021

Average account balance

$63,937

-0.6% from 2021

Annual return

-7.45%

-35.74 pp from 2021

Benchmarks

See 6,929 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,929 peers

Snapshot2022

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.

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

$63,937

$67,396-5.1%

$60,919+5.0%

$134,545-52.5%

Participation rate

95.0%

76.2%+18.8pp

73.1%+21.9pp

81.2%+13.8pp

Annual return

-7.45%

50.12%-57.6pp

16.96%-24.4pp

418.37%-425.8pp

Employer contribution / active EE

$1,663

$3,101-46.4%

$2,704-38.5%

$4,742-64.9%

Participant deferral / active EE

$4,491

$4,534-1.0%

$3,814+17.7%

$6,401-29.8%

Admin fee / account holder

$4,590-100.0%

$3,228-100.0%

$11,431-100.0%

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EMPLOYEE BENEFIT PLAN OF VALLEY VIEW SCHOOL, INC.

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