Industry55 - Management of Companies and Enterprises
Plan typeDefined contribution
Participants<25
Cohort1,383 peers
Snapshot2024
73
Participant deferral / active EE
$26,750
median $6,098
0
Employer contribution / active EE
$0
median $2,431
42
Participation rate
100.0%
median 97.9%
71
Avg account balance
$245,625
median $68,673
69
Admin fee / account holder
$0
median $498
20
Annual return
7.40%
median 13.06%
Overall peer rank
55of 100
55th 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 codes2E2J2F2G2R3D
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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
1 tripped
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.