Retirement plan

SERENITY LODGE 401(K) PLAN

Name: SERENITY LODGE - SERENITY LODGE 401(K) PLAN (2024) Form 5500
Creator: SERENITY LODGE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERENITY LODGE 401(K) PLAN, SERENITY LODGE

SERENITY LODGEEIN 27-3665995Plan #001PY 2024

PO BOX 2895 - LAKE ARROWHEAD, CA 92352909-229-8539serenitylodgelakearrowhead.comLinkedIn51-200 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$358K

+8.2% from 2023

Total participants

-21.1% from 2023

Average account balance

$23,847

+37.1% from 2023

Annual return

14.13%

-5.06 pp from 2023

Benchmarks

See 19,366 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,366 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$358K

Not enough data

1 years with asset history on file

Average account balance

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

$24K

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

$33K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3517

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

$53K

$3517 / participant

Other / not subdivided$53K100.0%

% of EOY assets

14.749%

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

$23,847

$100,203-76.2%

$85,240-72.0%

$145,897-83.7%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

14.13%

84.28%-70.2pp

66.75%-52.6pp

552.29%-538.2pp

Employer contribution / active EE

$1,012

$3,242-68.8%

$2,735-63.0%

$4,663-78.3%

Participant deferral / active EE

$1,207

$5,299-77.2%

$4,527-73.3%

$6,689-82.0%

Admin fee / account holder

$3,517

$7,265-51.6%

$6,165-42.9%

$13,390-73.7%

SERENITY LODGE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERENITY LODGE 401(K) 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