Retirement plan

FRIENDS OF THE EARTH 401(K) PLAN

Name: FRIENDS OF THE EARTH - FRIENDS OF THE EARTH 401(K) PLAN (2018) Form 5500
Creator: FRIENDS OF THE EARTH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FRIENDS OF THE EARTH 401(K) PLAN, FRIENDS OF THE EARTH

FRIENDS OF THE EARTHEIN 23-7420660Plan #003PY 2018

1101 15TH STREET NW, 11TH FLOOR - WASHINGTON, DC 20005202-222-0737foe.orgLinkedIn51-200 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$1.3M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.6M

+7662.7% from 2017

Total participants

+39.6% from 2017

Average account balance

$24,297

+4318.8% from 2017

Annual return

5721.45%

+5721.45 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.98M

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

132.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1949

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 codes2E3D2G2J2F2T

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$16K

$298 / participant

Other / not subdivided$16K100.0%

% of EOY assets

1.036%

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

$24,297

$49,177-50.6%

$79,467-69.4%

$64,173-62.1%

Participation rate

96.4%

65.0%+31.3pp

73.3%+23.0pp

69.6%+26.8pp

Annual return

5721.45%

-1.16%+5722.6pp

718.30%+5003.2pp

7.63%+5713.8pp

Employer contribution / active EE

$1,945

$2,076-6.3%

$2,800-30.5%

$2,381-18.3%

Participant deferral / active EE

$5,441

$2,821+92.8%

$3,704+46.9%

$3,470+56.8%

Admin fee / account holder

$252

$3,839-93.4%

$5,104-95.1%

$4,887-94.8%

FRIENDS OF THE EARTH 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FRIENDS OF THE EARTH 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