Retirement plan

SOLIDARITY CENTER RETIREMENT PLAN

Name: AMERICAN CENTER FOR INTERNATIONAL - SOLIDARITY CENTER RETIREMENT PLAN (2024) Form 5500
Creator: AMERICAN CENTER FOR INTERNATIONAL
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOLIDARITY CENTER RETIREMENT PLAN, AMERICAN CENTER FOR INTERNATIONAL

AMERICAN CENTER FOR INTERNATIONALEIN 52-1984713Plan #003PY 2024

1130 CONNECTICUT AVENUE, NW SUITE 8 - WASHINGTON, DC 20036202-974-8340LinkedIn51-200 employeescivic & social organization

Prospect flagsHigh feesCorrective distributions

How to read this page

Total assets (EOY)

$35M

+13.1% from 2023

Total participants

271

+12.9% from 2023

Average account balance

$136,901

+1.7% from 2023

Annual return

14.92%

-6.45 pp from 2023

Benchmarks

See 2,063 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort2,063 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$35.05M

Not enough data

1 years with asset history on file

Average account balance

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

$137K

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.

256

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.

91.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.63M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$306

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708	Recordkeeping Fees	$78,228
MMA SECURITIES LLC6 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J3D2T2S

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.)
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$78K

$421 / participant

Investment mgmt$3470.4%
Contract admin$78K99.2%
Other / not subdivided$3000.4%

% of EOY assets

0.223%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CALIBRE CPA GROUP PLLC
Auditor EIN: 470900880
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$136,901

$60,261+127.2%

$81,783+67.4%

$74,546+83.6%

Participation rate

91.9%

62.9%+29.1pp

72.4%+19.6pp

67.2%+24.7pp

Annual return

14.92%

16.88%-2.0pp

775.05%-760.1pp

1366.03%-1351.1pp

Employer contribution / active EE

$497

$2,622-81.0%

$2,913-82.9%

$2,624-81.1%

Participant deferral / active EE

$8,253

$3,388+143.6%

$4,320+91.0%

$4,347+89.8%

Admin fee / account holder

$306

$1,482-79.4%

$7,380-95.9%

$1,944-84.3%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY10+ years

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$78,228

MMA SECURITIES LLC6 years

Service code 55

PO BOX 9497 · NEW YORK, NY 10087

Other Commissions

SOLIDARITY CENTER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOLIDARITY CENTER RETIREMENT 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