Retirement plan

SAVITSKI DESIGN SOLO 401K PLAN

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

SAVITSKI DESIGN SOLO 401K PLANdba SAVITSKI DESIGN SOLO 401K PLANEIN 47-3188908Plan #001PY 2020

102 NICKELS ARCADE - ANN ARBOR, MI 48104734-662-3905

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$843K

No prior year

Total participants

No prior year

Average account balance

$842,506

No prior year

Annual return

15.16%

No prior year

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

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$1.1M

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

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

+11.58%

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.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual 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

$842,506

$165,381+409.4%

$149,730+462.7%

$158,966+430.0%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

15.16%

348.29%-333.1pp

276.70%-261.5pp

302.95%-287.8pp

Employer contribution / active EE

$16,399

$5,104+221.3%

$4,645+253.0%

$4,762+244.3%

Participant deferral / active EE

$26,000

$7,182+262.0%

$6,843+280.0%

$5,983+334.6%

Admin fee / account holder

-$141

$10,809-101.3%

$9,310-101.5%

$11,250-101.3%

SAVITSKI DESIGN SOLO 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVITSKI DESIGN SOLO 401K 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