Industry55 - Management of Companies and Enterprises
Plan typeDefined contribution
Participants<25
Cohort1,332 peers
Snapshot2023
76
Participant deferral / active EE
$28,375
median $5,856
70
Employer contribution / active EE
$21,750
median $2,404
43
Participation rate
100.0%
median 95.5%
71
Avg account balance
$203,791
median $60,466
69
Admin fee / account holder
$0
median $313
27
Annual return
12.33%
median 17.22%
Overall peer rank
59of 100
59th percentileavg across 6 metrics
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Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
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
0 tripped
No flags tripped for this filing year. This plan looks clean.