Retirement plan

SOS CHILDREN 'S VILLAGES USA, INC. 403(B) ELECTIVE DEFERRAL PLAN

Name: S.O.S. CHILDREN'S VILLAGES - USA, INC. - SOS CHILDREN 'S VILLAGES USA, INC. 403(B) ELECTIVE DEFERRAL PLAN (2024) Form 5500
Creator: S.O.S. CHILDREN'S VILLAGES - USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOS CHILDREN 'S VILLAGES USA, INC. 403(B) ELECTIVE DEFERRAL PLAN, S.O.S. CHILDREN'S VILLAGES - USA, INC.

S.O.S. CHILDREN'S VILLAGES - USA, INC.EIN 13-6188433Plan #001PY 2024

1620 I STREET NW, SUITE 900 - WASHINGTON, DC 20006401-752-9689

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+5.0% from 2023

Total participants

-2.4% from 2023

Average account balance

$42,614

+7.6% from 2023

Annual return

14.01%

-4.88 pp from 2023

Benchmarks

See 109,210 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort109,210 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.75M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

227.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8260

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 codes2S2M3D2G2F2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$339K

$18814 / participant

Other / not subdivided$339K100.0%

% of EOY assets

19.383%

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

$42,614

$183,539-76.8%

$155,556-72.6%

$145,897-70.8%

Participation rate

100.0%

82.7%+17.3pp

78.2%+21.8pp

80.3%+19.7pp

Annual return

14.01%

61.31%-47.3pp

64.84%-50.8pp

552.29%-538.3pp

Employer contribution / active EE

$3,797

$5,315-28.6%

$4,675-18.8%

$4,663-18.6%

Participant deferral / active EE

$6,194

$6,467-4.2%

$5,631+10.0%

$6,689-7.4%

Admin fee / account holder

$8,260

$19,275-57.1%

$15,885-48.0%

$13,390-38.3%

SOS CHILDREN 'S VILLAGES USA, INC. 403(B) ELECTIVE DEFERRAL PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOS CHILDREN 'S VILLAGES USA, INC. 403(B) ELECTIVE DEFERRAL 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