Retirement plan

GO2 FOUNDATION FOR LUNG CANCER 403(B)PLAN

Name: GO2 FOUNDATION FOR LUNG CANCER - GO2 FOUNDATION FOR LUNG CANCER 403(B)PLAN (2024) Form 5500
Creator: GO2 FOUNDATION FOR LUNG CANCER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GO2 FOUNDATION FOR LUNG CANCER 403(B)PLAN, GO2 FOUNDATION FOR LUNG CANCER

GO2 FOUNDATION FOR LUNG CANCEREIN 20-4417327Plan #001PY 2024

2033 K STREET, NW SUITE 500 - WASHINGTON, DC 200061002202-463-2080

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.6M

+21.2% from 2023

Total participants

+10.4% from 2023

Average account balance

$79,252

+9.2% from 2023

Annual return

27.60%

+11.24 pp from 2023

Benchmarks

See 10,657 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,657 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.63M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

120.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$770K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+27.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15467

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 codes2F2G2L2M2T3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$18613 / participant

Other / not subdivided$1M100.0%

% of EOY assets

19.516%

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

$79,252

$58,275+36.0%

$81,844-3.2%

$80,935-2.1%

Participation rate

94.9%

63.5%+31.4pp

72.4%+22.5pp

67.7%+27.3pp

Annual return

27.60%

41.82%-14.2pp

778.87%-751.3pp

35.66%-8.1pp

Employer contribution / active EE

$5,268

$2,346+124.6%

$2,916+80.6%

$2,757+91.1%

Participant deferral / active EE

$7,781

$3,285+136.8%

$4,323+80.0%

$4,299+81.0%

Admin fee / account holder

$15,467

$4,749+225.7%

$7,355+110.3%

$6,924+123.4%

GO2 FOUNDATION FOR LUNG CANCER 403(B)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GO2 FOUNDATION FOR LUNG CANCER 403(B)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