Retirement plan

STRAVA, INC. RETIREMENT TRUST

Name: STRAVA, INC. - STRAVA, INC. RETIREMENT TRUST (2024) Form 5500
Creator: STRAVA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRAVA, INC. RETIREMENT TRUST, STRAVA, INC.

STRAVA, INC.EIN 20-8725248Plan #001PY 2024

181 FREMONT ST., FLOOR 27 - SAN FRANCISCO, CA 94105628-600-3660strava.comLinkedIn201-500 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$38.1M

+30.5% from 2023

Total participants

487

+10.4% from 2023

Average account balance

$84,187

+16.7% from 2023

Annual return

21.72%

-6.62 pp from 2023

Benchmarks

See 3,302 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants250-999

Cohort3,302 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$38.05M

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

452

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.

89.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.76M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+21.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
STANCORP FINANCIAL GROUP2 years Service code 12 · EIN 93-1253576	Claims processing; Custodial (other t...	$5,596

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$17 / participant

Contract admin$6K100.0%

% of EOY assets

0.015%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: COHNREZNICK LLP
Auditor EIN: 334144829
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$84,187

$106,247-20.8%

$147,096-42.8%

$77,714+8.3%

Participation rate

89.4%

78.4%+11.0pp

82.2%+7.2pp

70.6%+18.8pp

Annual return

21.72%

56.87%-35.1pp

419.75%-398.0pp

31.26%-9.5pp

Employer contribution / active EE

$6,225

$4,069+53.0%

$4,936+26.1%

$2,727+128.3%

Participant deferral / active EE

$14,211

$7,996+77.7%

$8,071+76.1%

$4,649+205.7%

Admin fee / account holder

$12

$338-96.3%

$13,005-99.9%

$433-97.1%

Provider

Service type

Compensation

STANCORP FINANCIAL GROUP2 years

Service code 12 · EIN 93-1253576

Claims processing; Custodial (other t...

$5,596

STRAVA, INC. RETIREMENT TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRAVA, INC. RETIREMENT TRUST

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