Retirement plan

SVG PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Name: SVG PARTNERS, LLC - SVG PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST (2022) Form 5500
Creator: SVG PARTNERS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SVG PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST, SVG PARTNERS, LLC

SVG PARTNERS, LLCEIN 27-2480974Plan #002PY 2022

750 UNIVERSITY AVENUE, SUITE 260 - LOS GATOS, CA 95032408-375-3056

Other plans on this EIN

1 filing

#001Retirement-$935K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$119K

+494.9% from 2021

Total participants

-25.0% from 2021

Average account balance

$19,759

+296.6% from 2021

Annual return

3.46%

+3.46 pp from 2021

Benchmarks

See 17,033 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort17,033 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$307K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$112K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+4.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13273

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$8K

$2114 / participant

Other / not subdivided$8K100.0%

% of EOY assets

7.133%

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

$19,759

$93,023-78.8%

$77,027-74.3%

$134,493-85.3%

Participation rate

100.0%

74.5%+25.5pp

67.9%+32.1pp

81.2%+18.8pp

Annual return

3.46%

62.61%-59.1pp

42.32%-38.9pp

418.01%-414.6pp

Employer contribution / active EE

$17,189

$3,418+402.8%

$2,813+511.1%

$4,740+262.6%

Participant deferral / active EE

$9,410

$5,238+79.6%

$4,427+112.6%

$6,400+47.0%

Admin fee / account holder

$1,410

$6,944-79.7%

$5,425-74.0%

$11,425-87.7%

SVG PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SVG PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

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