Retirement plan

ALLEY CAT ALLIES TAX SHELTERED ANNUITY PLAN

Name: ALLEY CAT ALLIES - ALLEY CAT ALLIES TAX SHELTERED ANNUITY PLAN (2020) Form 5500
Creator: ALLEY CAT ALLIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEY CAT ALLIES TAX SHELTERED ANNUITY PLAN, ALLEY CAT ALLIES

ALLEY CAT ALLIESEIN 52-1742079Plan #001PY 2020

7920 NORFOLK AVE STE 600 - BETHESDA, MD 208142525240-482-1980alleycat.orgLinkedIn11-50 employeesnon-profit organization management

Other plans on this EIN

1 filing

#002Retirement-$539K assets

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$794K

+11.7% from 2019

Total participants

+34.8% from 2019

Average account balance

$36,092

+1.6% from 2019

Annual return

10.27%

-1.50 pp from 2019

Benchmarks

See 36,192 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,192 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$322K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

185.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

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

+38.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12402

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 codes2F2G2L2M2T

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts 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.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$50K

$2477 / participant

Other / not subdivided$50K100.0%

% of EOY assets

6.239%

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

$36,092

$100,938-64.2%

$90,461-60.1%

$158,982-77.3%

Participation rate

55.0%

75.0%-20.0pp

72.7%-17.7pp

82.0%-27.0pp

Annual return

10.27%

1727.20%-1716.9pp

1294.76%-1284.5pp

302.99%-292.7pp

Employer contribution / active EE

$164

$3,691-95.5%

$3,264-95.0%

$4,763-96.5%

Participant deferral / active EE

$2,825

$4,350-35.0%

$3,964-28.7%

$5,983-52.8%

Admin fee / account holder

$2,252

$6,510-65.4%

$5,617-59.9%

$11,252-80.0%

ALLEY CAT ALLIES TAX SHELTERED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEY CAT ALLIES TAX SHELTERED ANNUITY 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