Retirement plan

INTREPID SAVINGS PLAN

Name: INTREPID - INTREPID SAVINGS PLAN (2023) Form 5500
Creator: INTREPID
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTREPID SAVINGS PLAN, INTREPID

INTREPIDEIN 27-2931857Plan #001PY 2023

7 QUAIL RIDGE ROAD SOUTH - ROLLING HILLS, CA 90274310-377-0243intrepidcreative.comLinkedIn11-50 employeesmarketing and advertising

Other plans on this EIN

1 filing

#002Retirement-$2.0M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$237K

+63.0% from 2022

Total participants

0.0% from 2022

Average account balance

$59,131

+63.0% from 2022

Annual return

9.42%

+9.42 pp from 2022

Benchmarks

See 107,994 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort107,994 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$311K

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+3.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$503

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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$273 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.462%

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

$59,131

$175,231-66.3%

$149,696-60.5%

$139,466-57.6%

Participation rate

100.0%

83.4%+16.6pp

78.8%+21.2pp

80.3%+19.7pp

Annual return

9.42%

166.77%-157.3pp

134.46%-125.0pp

373.66%-364.2pp

Employer contribution / active EE

$14,195

$5,478+159.1%

$4,821+194.5%

$4,754+198.6%

Participant deferral / active EE

$5,250

$6,521-19.5%

$5,682-7.6%

$6,712-21.8%

Admin fee / account holder

$273

$16,155-98.3%

$13,212-97.9%

$11,409-97.6%

INTREPID SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTREPID SAVINGS PLAN

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