Retirement plan

LEARNING ALLY 401(K) PLAN

Name: LEARNING ALLY, INC. - LEARNING ALLY 401(K) PLAN (2017) Form 5500
Creator: LEARNING ALLY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEARNING ALLY 401(K) PLAN, LEARNING ALLY, INC.

LEARNING ALLY, INC.EIN 13-1659345Plan #003PY 2017

20 ROSZEL ROAD - PRINCETON, NJ 08540609-520-8040learningally.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed June 10, 2008

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.

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Total assets (EOY)

$5.8M

+11.6% from 2016

Total participants

198

+2.6% from 2016

Average account balance

$31,845

+9.7% from 2016

Annual return

8.81%

-4.20 pp from 2016

Benchmarks

See 1,431 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.44M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

158

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.

97.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$972K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$372

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

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Service providers

Top 2 by compensation

Provider	Service type	Compensation
ATLANTIC PENSION SERVICES, INC.3+ years Service code 15 · EIN 23-2942715 511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348	Recordkeeping	$400
TRANSAMERICA RETIREMENT SOLUTIONS3+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781	Recordkeeping	$40

Plan features & details

Pension benefit codes2E2F2G2J2K3D

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.
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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$972

$8 / participant

Other / not subdivided$972100.0%

% of EOY assets

0.017%

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

$31,845

$57,976-45.1%

$63,018-49.5%

$62,293-48.9%

Participation rate

87.2%

75.9%+11.3pp

74.8%+12.4pp

69.5%+17.7pp

Annual return

8.81%

17.54%-8.7pp

87.62%-78.8pp

28.90%-20.1pp

Employer contribution / active EE

$2,415-100.0%

$2,761-100.0%

$2,042-100.0%

Participant deferral / active EE

$2,528

$2,956-14.5%

$3,330-24.1%

$3,169-20.2%

Admin fee / account holder

$276-98.1%

$3,601-99.9%

$479-98.9%

Provider

Service type

Compensation

ATLANTIC PENSION SERVICES, INC.3+ years

Service code 15 · EIN 23-2942715

511 SCHOOLHOUSE ROAD, SUITE 400 · KENNETT SQUARE, PA 19348

Recordkeeping

$400

TRANSAMERICA RETIREMENT SOLUTIONS3+ years

Filed as: TRANSAMERICA LIFE INSURANCE COMPANY

Service code 15 · EIN 39-0989781

Recordkeeping

$40

LEARNING ALLY 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEARNING ALLY 401(K) PLAN

Top hat statement on fileNQDC

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