Retirement plan

403(B) THRIFT PLAN OF THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC.

Name: THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC. - 403(B) THRIFT PLAN OF THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC. (2020) Form 5500
Creator: THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC., THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC.

THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC.EIN 13-3077047Plan #001PY 2020

953 SOUTHERN BLVD - BRONX, NY 104593428718-542-0006

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$197K

No prior year

Total participants

No prior year

Average account balance

$4,387

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 18,633 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort18,633 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.61M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

96.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

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

+18.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$544

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$73

$2 / participant

Other / not subdivided$73100.0%

% of EOY assets

0.037%

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

$4,387

$91,179-95.2%

$178,499-97.5%

$79,852-94.5%

Participation rate

100.0%

69.2%+30.8pp

81.9%+18.1pp

69.6%+30.4pp

Annual return

0.00%

24.19%-24.2pp

151.10%-151.1pp

31.72%-31.7pp

Employer contribution / active EE

$779

$3,256-76.1%

$5,011-84.5%

$2,471-68.5%

Participant deferral / active EE

$2,401

$3,236-25.8%

$5,202-53.8%

$3,740-35.8%

Admin fee / account holder

$6,749-100.0%

$13,986-100.0%

$5,306-100.0%

403(B) THRIFT PLAN OF THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF THE NEIGHBORHOOD SELF-HELP BY OLDER PERSONS PROJECT, 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