Retirement plan

SLIPSTREAM 401(K) RETIREMENT PLAN

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

SLIPSTREAM GROUP, INC.EIN 39-1356152Plan #001PY 2024

431 CATALYST WAY - MADISON, WI 53719608-249-9322slipstreaminc.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$22.2M

+16.2% from 2023

Total participants

225

+5.1% from 2023

Average account balance

$98,957

+9.5% from 2023

Annual return

14.23%

-5.51 pp from 2023

Benchmarks

See 6,278 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,278 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$22.17M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

224

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.

99.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.57M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$364

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
TRUST POINT INC3 years Filed as: TRUST POINT INC. Service code 15 · EIN 39-0415000	Recordkeeping	$81,470

Plan features & details

Pension benefit codes2E2F2G2J2T3D

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.
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

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

$81K

$522 / participant

Investment mgmt$81K100.0%

% of EOY assets

0.368%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$98,957

$101,672-2.7%

$147,117-32.7%

$74,478+32.9%

Participation rate

99.4%

75.5%+23.8pp

82.2%+17.2pp

67.2%+32.1pp

Annual return

14.23%

8757.83%-8743.6pp

420.54%-406.3pp

1370.56%-1356.3pp

Employer contribution / active EE

$3,179

$3,813-16.6%

$4,932-35.5%

$2,626+21.1%

Participant deferral / active EE

$6,857

$7,305-6.1%

$8,065-15.0%

$4,350+57.6%

Admin fee / account holder

$364

$1,753-79.3%

$12,993-97.2%

$1,946-81.3%

Provider

Service type

Compensation

TRUST POINT INC3 years

Filed as: TRUST POINT INC.

Service code 15 · EIN 39-0415000

Recordkeeping

$81,470

SLIPSTREAM 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SLIPSTREAM 401(K) RETIREMENT 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