Retirement plan

TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.

Name: WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. - TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC. (2021) Form 5500
Creator: WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC., WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.

WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.EIN 41-1782844Plan #001PY 2021

112 N OAK AVE - OWATONNA, MN 550602311507-451-1202

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$200K

+19.8% from 2020

Total participants

+7.1% from 2020

Average account balance

$13,305

+11.8% from 2020

Annual return

13.68%

+3.66 pp from 2020

Benchmarks

See 103,228 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,228 peers

Snapshot2021

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$240K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2627

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2F2G3D

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.
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

2 tripped

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

$57

$14 / participant

Other / not subdivided$57100.0%

% of EOY assets

0.029%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$13,305

$217,402-93.9%

$185,823-92.8%

$167,490-92.1%

Participation rate

100.0%

86.0%+14.0pp

81.7%+18.3pp

82.1%+17.9pp

Annual return

13.68%

148.36%-134.7pp

122.05%-108.4pp

478.56%-464.9pp

Employer contribution / active EE

$5,873-100.0%

$5,167-100.0%

$4,837-100.0%

Participant deferral / active EE

$2,538

$6,356-60.1%

$5,568-54.4%

$6,341-60.0%

Admin fee / account holder

$19,811-100.0%

$16,237-100.0%

$12,309-100.0%

TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAX DEFERRED ANNUITY PLAN OF WOMEN S RESOURCE CENTER OF STEELE COUNTY, 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