Retirement plan

PEEK 401(K) PLAN

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

PEEK TRAVEL INC.EIN 45-3945086Plan #001PY 2024

6975 S UNION PARK CTR, STE 600 - MIDVALE, UT 84047801-885-2474

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$6.4M

+18.3% from 2023

Total participants

384

+17.1% from 2023

Average account balance

$18,023

-0.8% from 2023

Annual return

19.15%

-7.24 pp from 2023

Benchmarks

See 1,429 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants100-249

Cohort1,429 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.36M

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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.

353

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.

83.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.18M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+19.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$66

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
HUMAN INTEREST ADVISOR LLC3 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101	Contract Administrator	$24,119

Plan features & details

Pension benefit codes2E2F2G2J2T

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.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$23K

$127 / participant

Investment mgmt$23K100.0%

% of EOY assets

0.364%

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: WITHUMSMITH & BROWN, PC
Auditor EIN: 222027092
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$18,023

$30,423-40.8%

$56,025-67.8%

$74,478-75.8%

Participation rate

83.1%

32.9%+50.2pp

52.5%+30.6pp

67.2%+15.8pp

Annual return

19.15%

24.97%-5.8pp

1712.69%-1693.5pp

1370.56%-1351.4pp

Employer contribution / active EE

$610-100.0%

$1,042-100.0%

$2,626-100.0%

Participant deferral / active EE

$6,455

$1,176+448.8%

$1,955+230.3%

$4,350+48.4%

Admin fee / account holder

$66

$2,363-97.2%

$2,828-97.7%

$1,946-96.6%

Provider

Service type

Compensation

HUMAN INTEREST ADVISOR LLC3 years

Service code 13 · EIN 47-4307706

300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101

Contract Administrator

$24,119

PEEK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEEK 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