Retirement plan

MONTGOMERY MONTESSORI SCHOOL I 401 K PROFIT SHARING PLAN TRUST

Name: MONTGOMERY MONTESSORI SCHOOL I - MONTGOMERY MONTESSORI SCHOOL I 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: MONTGOMERY MONTESSORI SCHOOL I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MONTGOMERY MONTESSORI SCHOOL I 401 K PROFIT SHARING PLAN TRUST, MONTGOMERY MONTESSORI SCHOOL I

MONTGOMERY MONTESSORI SCHOOL IEIN 23-2490660Plan #001PY 2018

1620 PINE RD - HUNTINGDON VALLEY, PA 190067938215-938-7688LinkedIn1-10 employeeseducation management

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$268K

-3.2% from 2017

Total participants

+6.3% from 2017

Average account balance

$53,696

-3.2% from 2017

Annual return

-8.10%

-22.36 pp from 2017

Benchmarks

See 5,836 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,836 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$352K

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

41.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$609

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 codes3D2F2G2E2T2J

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$53,696

$69,541-22.8%

$59,899-10.4%

$135,380-60.3%

Participation rate

25.0%

77.8%-52.8pp

74.7%-49.7pp

82.6%-57.6pp

Annual return

-8.10%

7.95%-16.0pp

3.46%-11.6pp

519.81%-527.9pp

Employer contribution / active EE

$3,236-100.0%

$2,723-100.0%

$4,779-100.0%

Participant deferral / active EE

$847

$4,206-79.9%

$3,402-75.1%

$5,609-84.9%

Admin fee / account holder

$5,737-100.0%

$3,592-100.0%

$10,828-100.0%

MONTGOMERY MONTESSORI SCHOOL I 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MONTGOMERY MONTESSORI SCHOOL I 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion