Retirement plan

SOHO PUBLISHING COMPANY

Name: SOHO PUBLISHING COMPANY - SOHO PUBLISHING COMPANY (2024) Form 5500
Creator: SOHO PUBLISHING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOHO PUBLISHING COMPANY, SOHO PUBLISHING COMPANY

SOHO PUBLISHING COMPANYEIN 13-4033302Plan #001PY 2024

104 WEST 27TH STREET, 3RD FLOOR - NEW YORK, NY 10001212-937-1533sohopub.comLinkedIn11-50 employeesmedia production

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$5.3M

+22.3% from 2023

Total participants

-23.7% from 2023

Average account balance

$78,567

+20.5% from 2023

Annual return

18.63%

-2.49 pp from 2023

Benchmarks

See 3,225 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort3,225 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.45M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

77.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$178K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14761

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 codes3H2E2F2G2J2T3D

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$18K

$475 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.338%

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

$78,567

$77,492+1.4%

$100,398-21.7%

$80,911-2.9%

Participation rate

84.2%

76.9%+7.3pp

81.5%+2.7pp

67.6%+16.6pp

Annual return

18.63%

37.23%-18.6pp

49.32%-30.7pp

35.63%-17.0pp

Employer contribution / active EE

$867

$2,800-69.1%

$3,946-78.0%

$2,756-68.6%

Participant deferral / active EE

$3,723

$6,817-45.4%

$8,084-54.0%

$4,297-13.4%

Admin fee / account holder

$265

$5,892-95.5%

$7,893-96.6%

$6,935-96.2%

SOHO PUBLISHING COMPANY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOHO PUBLISHING COMPANY

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