Retirement plan

SIDEWALK'S END MONTESSORI SCHOOL LLC, 401K PLAN

Name: SIDEWALK'S END MONTESSORI SCHOOL, LLC - SIDEWALK'S END MONTESSORI SCHOOL LLC, 401K PLAN (2019) Form 5500
Creator: SIDEWALK'S END MONTESSORI SCHOOL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIDEWALK'S END MONTESSORI SCHOOL LLC, 401K PLAN, SIDEWALK'S END MONTESSORI SCHOOL, LLC

SIDEWALK'S END MONTESSORI SCHOOL, LLCEIN 27-1730709Plan #001PY 2019

3215 WOODLAND HILLS DRIVE - COLORADO SPRINGS, CO 80918719-266-0026sidewalksendmontessori.comLinkedIn1-10 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$222K

+77.5% from 2018

Total participants

+28.6% from 2018

Average account balance

$31,724

+52.2% from 2018

Annual return

40.86%

+51.53 pp from 2018

Benchmarks

See 6,053 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort6,053 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$767K

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+23.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$703

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 codes2E2F2G2J2R3D

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$31,724

$77,419-59.0%

$69,461-54.3%

$152,885-79.3%

Participation rate

71.4%

78.1%-6.7pp

74.6%-3.2pp

82.5%-11.0pp

Annual return

40.86%

39.07%+1.8pp

28.97%+11.9pp

345.39%-304.5pp

Employer contribution / active EE

$976

$3,315-70.6%

$2,779-64.9%

$4,763-79.5%

Participant deferral / active EE

$5,577

$4,414+26.4%

$3,536+57.7%

$5,851-4.7%

Admin fee / account holder

$6,207-100.0%

$3,840-100.0%

$11,598-100.0%

SIDEWALK'S END MONTESSORI SCHOOL LLC, 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIDEWALK'S END MONTESSORI SCHOOL LLC, 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion