Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants250-999
Cohort3,315 peers
Snapshot2024
84
Participant deferral / active EE
$13,953
median $7,953
82
Employer contribution / active EE
$7,470
median $2,897
57
Participation rate
92.4%
median 89.4%
54
Avg account balance
$81,765
median $76,215
84
Admin fee / account holder
$27
median $156
87
Annual return
26.79%
median 16.50%
Overall peer rank
75of 100
75th percentileavg across 6 metrics
See peer percentile detail with Solo.
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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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$8K
$29 / participant
Recordkeeping$4K49.4%
Investment mgmt$4K50.6%
% of EOY assets
0.033%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.