Retirement plan

TAX DEFERRED ANNUITY PLAN OF THE SATURDAY EVENING POST SOCIETY,INC.

Name: THE SATURDAY EVENING POST SOCIETY, INC. - TAX DEFERRED ANNUITY PLAN OF THE SATURDAY EVENING POST SOCIETY,INC. (2015) Form 5500
Creator: THE SATURDAY EVENING POST SOCIETY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF THE SATURDAY EVENING POST SOCIETY,INC., THE SATURDAY EVENING POST SOCIETY, INC.

THE SATURDAY EVENING POST SOCIETY, INC.EIN 31-0896583Plan #001PY 2015

1000 WATERWAY BLVD - INDIANAPOLIS, IN 46202317-633-2061saturdayeveningpost.comLinkedIn11-50 employeespublishing

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$395K

No prior year

Total participants

No prior year

Average account balance

$35,892

No prior year

Annual return

0.58%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.59M

Not enough data

1 years with asset history on file

Average account balance

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

$199K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

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

+17.52%

Not enough data

1 years with return on file

Admin fee / account holder

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

$929

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 codes2L2F2G

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$133 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.270%

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

$35,892

$86,701-58.6%

$73,309-51.0%

$125,389-71.4%

Participation rate

100.0%

78.6%+21.4pp

74.9%+25.1pp

83.2%+16.8pp

Annual return

0.58%

2.78%-2.2pp

5.67%-5.1pp

282.24%-281.7pp

Employer contribution / active EE

$4,152-100.0%

$3,237-100.0%

$4,866-100.0%

Participant deferral / active EE

$6,692

$5,549+20.6%

$4,991+34.1%

$5,352+25.0%

Admin fee / account holder

$97

$7,768-98.8%

$5,635-98.3%

$9,541-99.0%

TAX DEFERRED ANNUITY PLAN OF THE SATURDAY EVENING POST SOCIETY,INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF THE SATURDAY EVENING POST SOCIETY,INC.

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