Retirement plan

NOI DUE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: NOI DUE, INC. - NOI DUE, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2024) Form 5500
Creator: NOI DUE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NOI DUE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, NOI DUE, INC.

NOI DUE, INC.EIN 26-2752412Plan #001PY 2024

63 RANDOM FARMS CIRCLE - CHAPPAQUA, NY 10514845-691-2923

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+20.2% from 2023

Total participants

+20.3% from 2023

Average account balance

$36,184

+93.3% from 2023

Annual return

13.37%

-3.88 pp from 2023

Benchmarks

See 6,863 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants25-99

Cohort6,863 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.66M

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

29.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$99K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+13.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

$98

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 codes2J

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$5K

$74 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.270%

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

$36,184

$29,736+21.7%

$56,033-35.4%

$80,935-55.3%

Participation rate

29.5%

41.7%-12.2pp

52.5%-23.0pp

67.7%-38.2pp

Annual return

13.37%

35.28%-21.9pp

1711.38%-1698.0pp

35.66%-22.3pp

Employer contribution / active EE

$406

$671-39.5%

$1,041-61.0%

$2,757-85.3%

Participant deferral / active EE

$1,212

$1,228-1.3%

$1,954-38.0%

$4,299-71.8%

Admin fee / account holder

$98

$2,434-96.0%

$2,827-96.5%

$6,924-98.6%

NOI DUE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NOI DUE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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