Retirement plan

JUPITER WARRANTY MANAGEMENT COMPANY 401(K) PLAN

Name: JUPITER WARRANTY MANAGEMENT COMPANY, INC. - JUPITER WARRANTY MANAGEMENT COMPANY 401(K) PLAN (2024) Form 5500
Creator: JUPITER WARRANTY MANAGEMENT COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JUPITER WARRANTY MANAGEMENT COMPANY 401(K) PLAN, JUPITER WARRANTY MANAGEMENT COMPANY, INC.

JUPITER WARRANTY MANAGEMENT COMPANY, INC.EIN 26-1724412Plan #001PY 2024

8781 S. E. COMPASS ISLAND WAY - JUPITER, FL 33458561-935-3017LinkedIn51-200 employeesautomotive

Other plans on this EIN

1 filing

#002Retirement-$700K assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$2.4M

+31.5% from 2023

Total participants

138

+22.1% from 2023

Average account balance

$17,243

+7.7% from 2023

Annual return

12.26%

+17.41 pp from 2023

Benchmarks

See 10,680 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort10,680 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.38M

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

138

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.

142.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$388K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

$316

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 codes2E2G2J3D

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.
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

$44K

$449 / participant

Other / not subdivided$44K100.0%

% of EOY assets

1.831%

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

$17,243

$58,241-70.4%

$81,780-78.9%

$80,911-78.7%

Participation rate

100.0%

63.4%+36.6pp

72.4%+27.6pp

67.6%+32.4pp

Annual return

12.26%

41.73%-29.5pp

776.27%-764.0pp

35.63%-23.4pp

Employer contribution / active EE

$1,892

$2,343-19.3%

$2,914-35.1%

$2,756-31.4%

Participant deferral / active EE

$2,107

$3,283-35.8%

$4,321-51.2%

$4,297-51.0%

Admin fee / account holder

$316

$4,973-93.7%

$7,384-95.7%

$6,935-95.4%

JUPITER WARRANTY MANAGEMENT COMPANY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JUPITER WARRANTY MANAGEMENT COMPANY 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