Retirement plan

JESSICA HELGERSON INTERIOR DESIGN 401(K) PLAN

Name: JESSICA HELGERSON INTERIOR DESIGN - JESSICA HELGERSON INTERIOR DESIGN 401(K) PLAN (2023) Form 5500
Creator: JESSICA HELGERSON INTERIOR DESIGN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JESSICA HELGERSON INTERIOR DESIGN 401(K) PLAN, JESSICA HELGERSON INTERIOR DESIGN

JESSICA HELGERSON INTERIOR DESIGNEIN 16-1744702Plan #001PY 2023

112 SW 1ST AVE. - PORTLAND, OR 97204503-548-4984jhinteriordesign.comLinkedIn1-10 employeesdesign

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

+41.2% from 2022

Total participants

+9.1% from 2022

Average account balance

$88,127

+29.4% from 2022

Annual return

18.83%

+30.13 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

162.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$194K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+13.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2518

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

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

$18K

$1655 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.722%

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

$88,127

$148,623-40.7%

$135,974-35.2%

$139,466-36.8%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

18.83%

79.30%-60.5pp

68.30%-49.5pp

373.66%-354.8pp

Employer contribution / active EE

$8,656

$5,246+65.0%

$4,859+78.2%

$4,754+82.1%

Participant deferral / active EE

$8,223

$8,103+1.5%

$7,760+6.0%

$6,712+22.5%

Admin fee / account holder

$1,517

$12,406-87.8%

$10,767-85.9%

$11,409-86.7%

JESSICA HELGERSON INTERIOR DESIGN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JESSICA HELGERSON INTERIOR DESIGN 401(K) 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