Retirement plan

S J STRATEGIC INVESTMENTS, LLC 401(K) SAVINGS PLAN

Name: S J STRATEGIC INVESTMENTS, LLC - S J STRATEGIC INVESTMENTS, LLC 401(K) SAVINGS PLAN (2021) Form 5500
Creator: S J STRATEGIC INVESTMENTS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S J STRATEGIC INVESTMENTS, LLC 401(K) SAVINGS PLAN, S J STRATEGIC INVESTMENTS, LLC

S J STRATEGIC INVESTMENTS, LLCEIN 30-0060195Plan #001PY 2021

340 MLK JR. BLVD., SUITE #200 - BRISTOL, TN 37620423-989-7214LinkedIn1-10 employeespharmaceuticals

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$15K

-1.2% from 2020

Total participants

-87.5% from 2020

Average account balance

-100.0% from 2020

Annual return

-1.17%

-1.05 pp from 2020

Benchmarks

See 1,086 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort1,086 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$263

$263 / participant

Other / not subdivided$263100.0%

% of EOY assets

1.808%

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

$884,045-100.0%

$453,569-100.0%

$167,536-100.0%

Participation rate

0.0%

81.6%-81.6pp

78.0%-78.0pp

82.1%-82.1pp

Annual return

-1.17%

29.49%-30.7pp

64.43%-65.6pp

478.82%-480.0pp

Employer contribution / active EE

$5,538-100.0%

$4,072-100.0%

$4,839-100.0%

Participant deferral / active EE

$7,898-100.0%

$6,211-100.0%

$6,342-100.0%

Admin fee / account holder

$22,063-100.0%

$11,214-100.0%

$12,315-100.0%

S J STRATEGIC INVESTMENTS, LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S J STRATEGIC INVESTMENTS, LLC 401(K) 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