Retirement plan

SOLDIER ON, INC. 403(B) PLAN

Name: SOLDIER ON, INC. - SOLDIER ON, INC. 403(B) PLAN (2020) Form 5500
Creator: SOLDIER ON, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOLDIER ON, INC. 403(B) PLAN, SOLDIER ON, INC.

SOLDIER ON, INC.EIN 04-3240461Plan #001PY 2020

290 MERRILL ROAD - PITTSFIELD, MA 02101413-445-7300wesoldieron.orgLinkedIn51-200 employeesindividual & family services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.5M

+23.7% from 2019

Total participants

121

+4.3% from 2019

Average account balance

$60,451

+15.6% from 2019

Annual return

14.56%

-7.03 pp from 2019

Benchmarks

See 5,415 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,415 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$9.19M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

111

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.

49.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$798K

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

+16.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$127

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
SENTINEL PENSION ADVISORS3 years Filed as: SENTINEL BENEFITS GROUP, LLC Service code 15 · EIN 20-5916766	Recordkeeping	$7,066

Plan features & details

Pension benefit codes2E2F2K2L2M

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).
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$9K

$87 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.169%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$60,451

$58,888+2.7%

$178,499-66.1%

$73,493-17.7%

Participation rate

72.0%

66.2%+5.7pp

81.9%-10.0pp

70.7%+1.3pp

Annual return

14.56%

24.86%-10.3pp

151.10%-136.5pp

28.51%-14.0pp

Employer contribution / active EE

$1,969

$2,236-11.9%

$5,011-60.7%

$2,270-13.3%

Participant deferral / active EE

$4,188

$2,568+63.1%

$5,202-19.5%

$3,740+12.0%

Admin fee / account holder

$102

$400-74.5%

$13,986-99.3%

$513-80.1%

Provider

Service type

Compensation

SENTINEL PENSION ADVISORS3 years

Filed as: SENTINEL BENEFITS GROUP, LLC

Service code 15 · EIN 20-5916766

Recordkeeping

$7,066

SOLDIER ON, INC. 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOLDIER ON, INC. 403(B) PLAN

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