Retirement plan

JULIETTE CD VAUGHN

Name: JULIETTE CD VAUGHN - JULIETTE CD VAUGHN (2023) 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 2023

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

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$436K

+27.9% from 2022

Total participants

0.0% from 2022

Average account balance

$435,612

+27.9% from 2022

Annual return

16.12%

+32.54 pp from 2022

Benchmarks

See 19,270 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort19,270 peers

Snapshot2023

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

$435,612

$202,463+115.2%

$169,397+157.2%

$139,487+212.3%

Participation rate

100.0%

81.1%+18.9pp

77.2%+22.8pp

80.3%+19.7pp

Annual return

16.12%

532.64%-516.5pp

406.23%-390.1pp

373.84%-357.7pp

Employer contribution / active EE

$13,000

$4,694+177.0%

$4,013+223.9%

$4,755+173.4%

Participant deferral / active EE

$27,000

$6,941+289.0%

$6,223+333.9%

$6,713+302.2%

Admin fee / account holder

$10,726-100.0%

$9,017-100.0%

$11,407-100.0%

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