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 (2019) 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 2019

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.3M

+21.0% from 2018

Total participants

-4.3% from 2018

Average account balance

$202,681

+26.7% from 2018

Annual return

17.23%

+21.51 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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 codes2F2G2L2M2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$18K

$1351 / participant

Other / not subdivided$18K100.0%

% of EOY assets

0.413%

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

$202,681

$103,008+96.8%

$90,304+124.4%

$152,897+32.6%

Participation rate

92.3%

75.9%+16.4pp

73.3%+19.0pp

82.5%+9.9pp

Annual return

17.23%

95.22%-78.0pp

78.13%-60.9pp

345.43%-328.2pp

Employer contribution / active EE

$5,457

$3,139+73.8%

$2,855+91.2%

$4,764+14.6%

Participant deferral / active EE

$6,054

$4,281+41.4%

$3,885+55.8%

$5,851+3.5%

Admin fee / account holder

$837

$6,175-86.5%

$5,354-84.4%

$11,599-92.8%

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