Retirement plan

JR ACHIEVEMENT OF DE VALLEY 401 K PROFIT SHARING PLAN TRUST

Name: JR ACHIEVEMENT OF DE VALLEY - JR ACHIEVEMENT OF DE VALLEY 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: JR ACHIEVEMENT OF DE VALLEY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JR ACHIEVEMENT OF DE VALLEY 401 K PROFIT SHARING PLAN TRUST, JR ACHIEVEMENT OF DE VALLEY

JR ACHIEVEMENT OF DE VALLEYEIN 23-1386172Plan #001PY 2018

993 OLD EAGLE SCHOOL RD - WAYNE, PA 19087610-230-3380

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$54K

+28.1% from 2017

Total participants

0.0% from 2017

Average account balance

$4,541

+17.4% from 2017

Annual return

-6.17%

-11.34 pp from 2017

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$271K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

218.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77

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 codes3D2F2T2E2J2G

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

$316 / participant

Other / not subdivided$2K100.0%

% of EOY assets

3.474%

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

$4,541

$90,606-95.0%

$79,466-94.3%

$135,379-96.6%

Participation rate

83.3%

76.0%+7.3pp

73.3%+10.0pp

82.6%+0.7pp

Annual return

-6.17%

977.69%-983.9pp

718.28%-724.5pp

519.79%-526.0pp

Employer contribution / active EE

$2,347

$3,068-23.5%

$2,800-16.2%

$4,779-50.9%

Participant deferral / active EE

$362

$4,050-91.1%

$3,704-90.2%

$5,609-93.6%

Admin fee / account holder

$158

$5,895-97.3%

$5,104-96.9%

$10,828-98.5%

JR ACHIEVEMENT OF DE VALLEY 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JR ACHIEVEMENT OF DE VALLEY 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