Retirement plan

SICKLE CELL DISEASE ASSOCIATIO 401(K) PROFIT SHARING PLAN & TRUST

Name: SICKLE CELL DISEASE ASSOCIATIO - SICKLE CELL DISEASE ASSOCIATIO 401(K) PROFIT SHARING PLAN & TRUST (2020) Form 5500
Creator: SICKLE CELL DISEASE ASSOCIATIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SICKLE CELL DISEASE ASSOCIATIO 401(K) PROFIT SHARING PLAN & TRUST, SICKLE CELL DISEASE ASSOCIATIO

SICKLE CELL DISEASE ASSOCIATIOEIN 23-7175985Plan #001PY 2020

7240 PARKWAY DR STE 180 - HANOVER, MD 210761378410-528-1555sicklecelldisease.orgLinkedIn1-10 employeesnon-profit organization management

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$98K

+39.4% from 2019

Total participants

+28.6% from 2019

Average account balance

$10,883

-7.0% from 2019

Annual return

6.18%

-0.79 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$135K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

285.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$68

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 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.

Expense breakdown

Schedule H Part II

Admin total

$1K

$75 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.221%

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

$10,883

$100,938-89.2%

$90,461-88.0%

$158,982-93.2%

Participation rate

43.8%

75.0%-31.3pp

72.7%-28.9pp

82.0%-38.2pp

Annual return

6.18%

1727.20%-1721.0pp

1294.76%-1288.6pp

302.99%-296.8pp

Employer contribution / active EE

$3,691-100.0%

$3,264-100.0%

$4,763-100.0%

Participant deferral / active EE

$1,460

$4,350-66.4%

$3,964-63.2%

$5,983-75.6%

Admin fee / account holder

$133

$6,510-98.0%

$5,617-97.6%

$11,252-98.8%

SICKLE CELL DISEASE ASSOCIATIO 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SICKLE CELL DISEASE ASSOCIATIO 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