Retirement plan

SPECIAL OLYMPICS OF TENNESSEE 401(K) PLAN

Name: SPECIAL OLYMPICS OF TENNESSEE - SPECIAL OLYMPICS OF TENNESSEE 401(K) PLAN (2023) Form 5500
Creator: SPECIAL OLYMPICS OF TENNESSEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPECIAL OLYMPICS OF TENNESSEE 401(K) PLAN, SPECIAL OLYMPICS OF TENNESSEE

SPECIAL OLYMPICS OF TENNESSEEEIN 23-7348136Plan #002PY 2023

5115 MARYLAND WAY, SUITE 300 - BRENTWOOD, TN 37027615-329-1375specialolympicstn.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$446K

+61.6% from 2022

Total participants

+15.8% from 2022

Average account balance

$24,777

+34.6% from 2022

Annual return

23.63%

+39.94 pp from 2022

Benchmarks

See 9,748 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,748 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$850K

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$145K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$768

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$3K

$167 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.638%

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

$24,777

$156,970-84.2%

$121,210-79.6%

$139,487-82.2%

Participation rate

76.5%

76.5%0pp

69.5%+6.9pp

80.3%-3.9pp

Annual return

23.63%

1477.10%-1453.5pp

987.41%-963.8pp

373.84%-350.2pp

Employer contribution / active EE

$2,547

$5,546-54.1%

$4,171-38.9%

$4,755-46.4%

Participant deferral / active EE

$3,762

$4,849-22.4%

$4,084-7.9%

$6,713-44.0%

Admin fee / account holder

$158

$6,947-97.7%

$5,647-97.2%

$11,407-98.6%

SPECIAL OLYMPICS OF TENNESSEE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPECIAL OLYMPICS OF TENNESSEE 401(K) PLAN

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