Retirement plan

EXECUTIVE TRAVEL 401(K) PROFIT SHARING PLAN

Name: EXECUTIVE TRAVEL - EXECUTIVE TRAVEL 401(K) PROFIT SHARING PLAN (2023) Form 5500
Creator: EXECUTIVE TRAVEL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXECUTIVE TRAVEL 401(K) PROFIT SHARING PLAN, EXECUTIVE TRAVEL

EXECUTIVE TRAVELEIN 47-0699148Plan #001PY 2023

1212 O STREET - LINCOLN, NE 68508402-435-8888executivetravel.comLinkedIn11-50 employeesleisure, travel & tourism

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.7M

+18.6% from 2022

Total participants

+19.4% from 2022

Average account balance

$130,252

+8.8% from 2022

Annual return

15.95%

+32.72 pp from 2022

Benchmarks

See 5,247 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort5,247 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.98M

Not enough data

1 years with asset history on file

Average account balance

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

$88K

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.

81.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$297K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+10.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20932

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 codes2E2T2J2G3D2F3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$133K

$3592 / participant

Other / not subdivided$133K100.0%

% of EOY assets

2.834%

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

$130,252

$49,891+161.1%

$80,607+61.6%

$75,181+73.3%

Participation rate

81.1%

55.3%+25.8pp

67.0%+14.1pp

67.2%+13.9pp

Annual return

15.95%

34.67%-18.7pp

936.11%-920.2pp

160.69%-144.7pp

Employer contribution / active EE

$2,040

$1,698+20.1%

$2,724-25.1%

$2,671-23.6%

Participant deferral / active EE

$3,554

$2,991+18.8%

$4,448-20.1%

$4,126-13.9%

Admin fee / account holder

$3,692

$3,578+3.2%

$5,379-31.4%

$5,650-34.7%

EXECUTIVE TRAVEL 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXECUTIVE TRAVEL 401(K) PROFIT SHARING 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