Retirement plan

THE SUPREME COURT HISTORICAL SOCIETY 403(B) TAX DEFERRED ANNUITY PLAN

Name: THE SUPREME COURT HISTORICAL SOCIETY - THE SUPREME COURT HISTORICAL SOCIETY 403(B) TAX DEFERRED ANNUITY PLAN (2017) Form 5500
Creator: THE SUPREME COURT HISTORICAL SOCIETY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SUPREME COURT HISTORICAL SOCIETY 403(B) TAX DEFERRED ANNUITY PLAN, THE SUPREME COURT HISTORICAL SOCIETY

THE SUPREME COURT HISTORICAL SOCIETYEIN 23-7420574Plan #001PY 2017

AT OPPERMAN HOUSE, 224 E CAPITOL ST NE - WASHINGTON, DC 200031036202-543-0400supremecourthistory.orgLinkedIn11-50 employeescivic & social organization

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.6M

+11.8% from 2016

Total participants

0.0% from 2016

Average account balance

$161,590

+6.7% from 2016

Annual return

12.47%

+7.41 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+6.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2F2G2L2M2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$182K

$12970 / participant

Other / not subdivided$182K100.0%

% of EOY assets

5.108%

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

$161,590

$99,011+63.2%

$86,582+86.6%

$147,586+9.5%

Participation rate

100.0%

76.3%+23.7pp

73.5%+26.5pp

82.8%+17.2pp

Annual return

12.47%

1312.75%-1300.3pp

965.08%-952.6pp

578.59%-566.1pp

Employer contribution / active EE

$5,520

$3,132+76.2%

$2,839+94.4%

$4,876+13.2%

Participant deferral / active EE

$5,876

$3,972+47.9%

$3,609+62.8%

$5,439+8.0%

Admin fee / account holder

$8,254

$5,709+44.6%

$4,904+68.3%

$10,886-24.2%

THE SUPREME COURT HISTORICAL SOCIETY 403(B) TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SUPREME COURT HISTORICAL SOCIETY 403(B) TAX DEFERRED ANNUITY 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