Retirement plan

AMERICAN SCHOOLS OF ORIENTAL R 401 K PROFIT SHARING PLAN TRUST

Name: AMERICAN SCHOOLS OF ORIENTAL R - AMERICAN SCHOOLS OF ORIENTAL R 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: AMERICAN SCHOOLS OF ORIENTAL R
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AMERICAN SCHOOLS OF ORIENTAL R 401 K PROFIT SHARING PLAN TRUST, AMERICAN SCHOOLS OF ORIENTAL R

AMERICAN SCHOOLS OF ORIENTAL REIN 23-1352617Plan #001PY 2017

665 BEACON ST STE 200 - BOSTON, MA 022153202617-236-0408

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$170K

+136.4% from 2016

Total participants

+23.5% from 2016

Average account balance

$10,004

+80.8% from 2016

Annual return

18.95%

+18.95 pp from 2016

Benchmarks

See 114,325 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,325 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$997K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$876

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 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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$2K

$91 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.065%

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

$10,004

$150,446-93.4%

$136,297-92.7%

$147,585-93.2%

Participation rate

80.0%

84.4%-4.4pp

81.9%-1.9pp

82.8%-2.8pp

Annual return

18.95%

1049.14%-1030.2pp

5156.19%-5137.2pp

578.58%-559.6pp

Employer contribution / active EE

$2,222

$5,256-57.7%

$4,696-52.7%

$4,876-54.4%

Participant deferral / active EE

$2,003

$6,631-69.8%

$6,247-67.9%

$5,439-63.2%

Admin fee / account holder

$107

$10,906-99.0%

$9,244-98.8%

$10,886-99.0%

AMERICAN SCHOOLS OF ORIENTAL R 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AMERICAN SCHOOLS OF ORIENTAL R 401 K PROFIT SHARING PLAN 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