Retirement plan

ALLEY CAT ALLIES MONEY PURCHASE PLAN

Name: ALLEY CAT ALLIES - ALLEY CAT ALLIES MONEY PURCHASE PLAN (2024) Form 5500
Creator: ALLEY CAT ALLIES
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEY CAT ALLIES MONEY PURCHASE PLAN, ALLEY CAT ALLIES

ALLEY CAT ALLIESEIN 52-1742079Plan #002PY 2024

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

Other plans on this EIN

1 filing

#001Retirement-$322K assets

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$286K

+11.0% from 2023

Total participants

+20.0% from 2023

Average account balance

$16,832

-8.6% from 2023

Annual return

7.32%

-3.77 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$286K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

188.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$28K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1095

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 codes2C2F2G2T3D

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$19K

$2069 / participant

Other / not subdivided$19K100.0%

% of EOY assets

6.506%

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

$16,832

$88,815-81.0%

$81,882-79.4%

$145,897-88.5%

Participation rate

88.9%

75.1%+13.8pp

72.4%+16.5pp

80.3%+8.6pp

Annual return

7.32%

1033.75%-1026.4pp

779.47%-772.2pp

552.29%-545.0pp

Employer contribution / active EE

$3,129

$3,086+1.4%

$2,916+7.3%

$4,663-32.9%

Participant deferral / active EE

$4,647-100.0%

$4,323-100.0%

$6,689-100.0%

Admin fee / account holder

$1,095

$8,434-87.0%

$7,360-85.1%

$13,390-91.8%

ALLEY CAT ALLIES MONEY PURCHASE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEY CAT ALLIES MONEY PURCHASE 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