Retirement plan

403(B) THRIFT PLAN OF SOUTHWEST INDIGENOUS WOMEN S COALITION

Name: SOUTHWEST INDIGENOUS WOMEN S COALIT ION - 403(B) THRIFT PLAN OF SOUTHWEST INDIGENOUS WOMEN S COALITION (2016) Form 5500
Creator: SOUTHWEST INDIGENOUS WOMEN S COALIT ION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF SOUTHWEST INDIGENOUS WOMEN S COALITION, SOUTHWEST INDIGENOUS WOMEN S COALIT ION

SOUTHWEST INDIGENOUS WOMEN S COALIT IONEIN 14-1975548Plan #001PY 2016

PO BOX 42276 - MESA, AZ 85274602-266-8434

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$24K

No prior year

Total participants

No prior year

Average account balance

$8,074

No prior year

Annual return

13.18%

No prior year

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$397K

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+128.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$648

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 codes2L2F2G

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

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

$16

$5 / participant

Other / not subdivided$16100.0%

% of EOY assets

0.066%

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

$8,074

$90,484-91.1%

$78,675-89.7%

$273,970-97.1%

Participation rate

100.0%

76.5%+23.5pp

73.6%+26.4pp

83.0%+17.0pp

Annual return

13.18%

75.62%-62.4pp

62.19%-49.0pp

41.46%-28.3pp

Employer contribution / active EE

$1,762

$3,175-44.5%

$2,850-38.2%

$4,869-63.8%

Participant deferral / active EE

$1,240

$3,901-68.2%

$3,517-64.7%

$5,287-76.5%

Admin fee / account holder

$5,263-99.9%

$4,510-99.9%

$10,132-99.9%

403(B) THRIFT PLAN OF SOUTHWEST INDIGENOUS WOMEN S COALITION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF SOUTHWEST INDIGENOUS WOMEN S COALITION

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