Retirement plan

URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 401(K) PLAN

Name: URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO - URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 401(K) PLAN (2017) Form 5500
Creator: URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 401(K) PLAN, URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO

URBAN LEAGUE OF GREATER SOUTHWESTERN OHIOEIN 31-0565428Plan #001PY 2017

3458 READING ROAD - CINCINNATI, OH 452293128513-281-9955gcul.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$608K

+50.1% from 2016

Total participants

+3.0% from 2016

Average account balance

$8,814

+43.5% from 2016

Annual return

20.98%

+14.24 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.17M

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

115

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.

201.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+9.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$553

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$177 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.253%

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

$8,814

$53,127-83.4%

$86,597-89.8%

$70,131-87.4%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

20.98%

27.66%-6.7pp

964.96%-944.0pp

73.14%-52.2pp

Employer contribution / active EE

$1,291

$2,068-37.6%

$2,840-54.6%

$2,342-44.9%

Participant deferral / active EE

$1,597

$2,696-40.8%

$3,609-55.8%

$3,332-52.1%

Admin fee / account holder

$110

$3,585-96.9%

$4,906-97.7%

$4,645-97.6%

URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 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