Retirement plan

STUDY ACROSS THE POND LLC CASH BALANCE PENSION PLAN

Name: STUDY ACROSS THE POND LLC - STUDY ACROSS THE POND LLC CASH BALANCE PENSION PLAN (2020) Form 5500
Creator: STUDY ACROSS THE POND LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUDY ACROSS THE POND LLC CASH BALANCE PENSION PLAN, STUDY ACROSS THE POND LLC

STUDY ACROSS THE POND LLCEIN 27-0381313Plan #002PY 2020

100 CUMMINGS CENTER, SUITE 265-F - BEVERLY, MA 01915267-231-3657

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$968K

+14.1% from 2019

Total participants

0.0% from 2019

Average account balance

No prior year

Annual return

8.85%

-3.27 pp from 2019

Benchmarks

See 217 peers

Peer group

Industry61 - Educational Services

Plan typeDefined benefit

Participants<25

Cohort217 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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

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

+8.85%

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.

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1C3B3D

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

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

$9K

$1348 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.975%

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

$102,597-100.0%

$75,924-100.0%

$254,510-100.0%

Participation rate

0.0%

58.9%-58.9pp

52.9%-52.9pp

43.0%-43.0pp

Annual return

8.85%

5.74%+3.1pp

6.78%+2.1pp

259.14%-250.3pp

Employer contribution / active EE

$6,411

$36,770-82.6%

$28,542-77.5%

$41,471-84.5%

Participant deferral / active EE

$558-100.0%

$763-100.0%

$153-100.0%

Admin fee / account holder

$595-100.0%

$1,754-100.0%

$21,546-100.0%

STUDY ACROSS THE POND LLC CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUDY ACROSS THE POND LLC CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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