Retirement plan

INSERRA KELLEY SEWELL 401(K) PLAN

Name: INSERRA KELLEY SEWELL - INSERRA KELLEY SEWELL 401(K) PLAN (2020) Form 5500
Creator: INSERRA KELLEY SEWELL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INSERRA KELLEY SEWELL 401(K) PLAN, INSERRA KELLEY SEWELL

INSERRA KELLEY SEWELLEIN 47-0643594Plan #001PY 2020

6790 GROVER STREET, SUITE 200 - OMAHA, NE 68106402-391-4000

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$440K

+27.7% from 2019

Total participants

0.0% from 2019

Average account balance

$55,019

+27.7% from 2019

Annual return

16.14%

-110.96 pp from 2019

Benchmarks

See 120,756 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,756 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$862K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.17%

Not enough data

1 years with return on file

Admin fee / account holder

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

$870

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$40K

$4432 / participant

Other / not subdivided$40K100.0%

% of EOY assets

9.063%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,019

$165,381-66.7%

$149,730-63.3%

$158,966-65.4%

Participation rate

77.8%

84.6%-6.8pp

82.5%-4.7pp

82.0%-4.2pp

Annual return

16.14%

348.29%-332.2pp

276.70%-260.6pp

302.95%-286.8pp

Employer contribution / active EE

$1,830

$5,104-64.2%

$4,645-60.6%

$4,762-61.6%

Participant deferral / active EE

$7,013

$7,182-2.4%

$6,843+2.5%

$5,983+17.2%

Admin fee / account holder

$4,986

$10,809-53.9%

$9,310-46.4%

$11,250-55.7%

INSERRA KELLEY SEWELL 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INSERRA KELLEY SEWELL 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