Retirement plan

SIGHTS AND SOUL TRAVELS 401(K) PROFIT SHARING PLAN

Name: SIGHTS AND SOUL TRAVELS - SIGHTS AND SOUL TRAVELS 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SIGHTS AND SOUL TRAVELS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGHTS AND SOUL TRAVELS 401(K) PROFIT SHARING PLAN, SIGHTS AND SOUL TRAVELS

SIGHTS AND SOUL TRAVELSEIN 39-2049889Plan #001PY 2020

13610 CHRISBAR COURT - GERMANTOWN, MD 20874240-350-5643sightsandsoul.comLinkedIn11-50 employeesleisure, travel & tourism

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$273K

+27.9% from 2019

Total participants

0.0% from 2019

Average account balance

$54,629

+27.9% from 2019

Annual return

14.22%

+14.22 pp from 2019

Benchmarks

See 14,128 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,128 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$782K

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+19.56%

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 codes2E2F2J2T3D

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).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$54,629

$109,411-50.1%

$89,435-38.9%

$158,982-65.6%

Participation rate

100.0%

74.3%+25.7pp

68.0%+32.0pp

82.0%+18.0pp

Annual return

14.22%

345.68%-331.5pp

245.55%-231.3pp

302.99%-288.8pp

Employer contribution / active EE

$1,687

$3,173-46.8%

$2,587-34.8%

$4,763-64.6%

Participant deferral / active EE

$5,636

$4,600+22.5%

$3,890+44.9%

$5,983-5.8%

Admin fee / account holder

$6,159-100.0%

$4,884-100.0%

$11,252-100.0%

SIGHTS AND SOUL TRAVELS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIGHTS AND SOUL TRAVELS 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion