Retirement plan

THE SOCIETY FOR WOMENS HEALTH RESEARCH RETIREMENT & EMPLOYEE SAVINGS PLAN

Name: THE SOCIETY FOR WOMENS HEALTH RESEARCH - THE SOCIETY FOR WOMENS HEALTH RESEARCH RETIREMENT & EMPLOYEE SAVINGS PLAN (2023) Form 5500
Creator: THE SOCIETY FOR WOMENS HEALTH RESEARCH
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SOCIETY FOR WOMENS HEALTH RESEARCH RETIREMENT & EMPLOYEE SAVINGS PLAN, THE SOCIETY FOR WOMENS HEALTH RESEARCH

THE SOCIETY FOR WOMENS HEALTH RESEARCHEIN 52-1694732Plan #001PY 2023

1025 CONNECTICUT AVE NW STE 1104 - WASHINGTON, DC 20036202-496-5012swhr.orgLinkedIn1-10 employeesresearch

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.8M

+21.0% from 2022

Total participants

+60.0% from 2022

Average account balance

$62,289

-16.6% from 2022

Annual return

13.87%

+27.08 pp from 2022

Benchmarks

See 139,849 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,849 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.11M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

171.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$138K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+10.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$814

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 codes2F2G2L2T3B3F3D

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3F
Leased employees
Plan sponsor(s) received services of leased employees as defined in Code section 414(n) during the plan year.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$1409 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.780%

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

$62,289

$148,582-58.1%

$135,942-54.2%

$139,456-55.3%

Participation rate

70.0%

83.9%-13.9pp

81.9%-11.9pp

80.3%-10.3pp

Annual return

13.87%

79.26%-65.4pp

68.28%-54.4pp

373.45%-359.6pp

Employer contribution / active EE

$6,317

$5,245+20.4%

$4,858+30.0%

$4,753+32.9%

Participant deferral / active EE

$5,685

$8,101-29.8%

$7,759-26.7%

$6,711-15.3%

Admin fee / account holder

$486

$12,402-96.1%

$10,764-95.5%

$11,407-95.7%

THE SOCIETY FOR WOMENS HEALTH RESEARCH RETIREMENT & EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SOCIETY FOR WOMENS HEALTH RESEARCH RETIREMENT & EMPLOYEE SAVINGS 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