Retirement plan

JULIETTE CD VAUGHN

Name: JULIETTE CD VAUGHN - JULIETTE CD VAUGHN (2022) Form 5500
Creator: JULIETTE CD VAUGHN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JULIETTE CD VAUGHN, JULIETTE CD VAUGHN

JULIETTE CD VAUGHNEIN 46-4329910Plan #001PY 2022

1015 ALHAMBRA DRIVE N - JACKSONVILLE, FL 32207904-993-3618

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$341K

-3.0% from 2021

Total participants

0.0% from 2021

Average account balance

$340,680

-3.0% from 2021

Annual return

-16.42%

-26.98 pp from 2021

Benchmarks

See 18,475 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort18,475 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$512K

Not enough data

1 years with asset history on file

Average account balance

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

$512K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$38K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$38K

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

+8.76%

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$340,680

$190,916+78.4%

$160,037+112.9%

$134,545+153.2%

Participation rate

100.0%

82.0%+18.0pp

78.0%+22.0pp

81.2%+18.8pp

Annual return

-16.42%

552.79%-569.2pp

408.95%-425.4pp

418.37%-434.8pp

Employer contribution / active EE

$21,500

$4,996+330.4%

$4,226+408.8%

$4,742+353.4%

Participant deferral / active EE

$25,500

$6,925+268.2%

$6,184+312.4%

$6,401+298.4%

Admin fee / account holder

$10,497-100.0%

$8,716-100.0%

$11,431-100.0%

JULIETTE CD VAUGHN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JULIETTE CD VAUGHN

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