Retirement plan

VAUGHEN'S PRICE PUBMISHING CO, INC PROFIT SHARING PLAN

Name: VAUGHEN'S PRICE PUBLISHING CO, INC - VAUGHEN'S PRICE PUBMISHING CO, INC PROFIT SHARING PLAN (2020) Form 5500
Creator: VAUGHEN'S PRICE PUBLISHING CO, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAUGHEN'S PRICE PUBMISHING CO, INC PROFIT SHARING PLAN, VAUGHEN'S PRICE PUBLISHING CO, INC

VAUGHEN'S PRICE PUBLISHING CO, INCEIN 25-1386203Plan #001PY 2020

9400 MCKNIGHT RD - PITTSBURGH, PA 152376007724-935-5660

Prospect flagsHigh retiree %High assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.7M

+24.9% from 2019

Total participants

No prior year

Average account balance

$1,367,797

No prior year

Annual return

24.56%

+22.89 pp from 2019

Benchmarks

See 37 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Cohort37 peers

Snapshot2020

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

Not enough data

0 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

+12.59%

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 codes2E2G2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

3 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

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

$1,367,797

$164,447+731.8%

$100,528+1260.6%

Participation rate

0.0%

80.0%-80.0pp

79.4%-79.4pp

Annual return

24.56%

24.40%+0.2pp

30.90%-6.3pp

Employer contribution / active EE

$2,075-100.0%

$3,419-100.0%

Participant deferral / active EE

$7,296-100.0%

$6,271-100.0%

Admin fee / account holder

$1,510-100.0%

$8,084-100.0%

VAUGHEN'S PRICE PUBMISHING CO, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VAUGHEN'S PRICE PUBMISHING CO, INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion