Filed February 26, 2007 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants<25
Cohort119,324 peers
Snapshot2019
69
Participant deferral / active EE
$11,371
median $5,814
62
Employer contribution / active EE
$5,774
median $2,569
39
Participation rate
100.0%
median 100.0%
73
Avg account balance
$207,073
median $77,295
73
Admin fee / account holder
$0
median $625
49
Annual return
21.52%
median 20.88%
Overall peer rank
61of 100
61st percentileavg across 6 metrics
Analytics
2016 - 2024
Total assets (EOY)
Plan-year ending balance
$652K
Average account balance
Total assets / participants with a balance (line 6g)
$326K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
2
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
$9K
Contributions per participant
Average employer and participant contribution per enrolled participant
$4K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+10.88%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
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 codes2E2F2G2T3C
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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.