Retirement plan

CORY M BAILEY 401(K) PLAN

Name: CORY M BAILEY - CORY M BAILEY 401(K) PLAN (2024) Form 5500
Creator: CORY M BAILEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORY M BAILEY 401(K) PLAN, CORY M BAILEY

CORY M BAILEYEIN 20-0235764Plan #001PY 2024

7 DROMARA RD - SAINT LOUIS, MO 63124314-918-7180

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$992K

+95.3% from 2023

Total participants

0.0% from 2023

Average account balance

$992,285

No prior year

Annual return

85.74%

+95.49 pp from 2023

Benchmarks

See 37,071 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,071 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$992K

Not enough data

1 years with asset history on file

Average account balance

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

$992K

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

$49K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$49K

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

+85.74%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 codes2E2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$40

$40 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.004%

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

$992,285

$201,370+392.8%

$184,256+438.5%

$145,897+580.1%

Participation rate

100.0%

87.5%+12.5pp

86.8%+13.2pp

80.3%+19.7pp

Annual return

85.74%

29.05%+56.7pp

28.85%+56.9pp

552.29%-466.6pp

Employer contribution / active EE

$48,500

$7,024+590.5%

$6,427+654.6%

$4,663+940.2%

Participant deferral / active EE

$9,808-100.0%

$9,133-100.0%

$6,689-100.0%

Admin fee / account holder

$40

$16,364-99.8%

$13,899-99.7%

$13,390-99.7%

CORY M BAILEY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORY M BAILEY 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