Retirement plan

SOLIDARITY CENTER RETIREMENT PLAN

Name: AMERICAN CENTER FOR INTERNATIONAL - SOLIDARITY CENTER RETIREMENT PLAN (2023) 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 2023

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$31M

+22.1% from 2022

Total participants

240

+11.6% from 2022

Average account balance

$134,675

+11.5% from 2022

Annual return

21.37%

+39.15 pp from 2022

Benchmarks

See 1,918 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,918 peers

Snapshot2023

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 & ANNUITY9+ years Service code 26 · EIN 71-0294708	Advisory (Participants)	$65,713
MMA SECURITIES LLC5 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087	Other Commissions	$53,884

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$66K

$391 / participant

Investment mgmt$800.1%
Contract admin$65K99.5%
Other / not subdivided$2500.4%

% of EOY assets

0.212%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

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

Metric

This plan

Peer set

Industry

Size

Avg account balance

$134,675

$58,292+131.0%

$86,640+55.4%

$71,511+88.3%

Participation rate

94.0%

65.0%+29.0pp

71.7%+22.3pp

67.9%+26.1pp

Annual return

21.37%

21.63%-0.3pp

592.52%-571.2pp

28.86%-7.5pp

Employer contribution / active EE

$644

$2,574-75.0%

$3,024-78.7%

$2,589-75.1%

Participant deferral / active EE

$7,897

$3,438+129.7%

$4,438+77.9%

$4,291+84.1%

Admin fee / account holder

$286

$1,057-73.0%

$5,616-94.9%

$1,588-82.0%

Provider

Service type

Compensation

VOYA RETIREMENT INSURANCE & ANNUITY9+ years

Service code 26 · EIN 71-0294708

Advisory (Participants)

$65,713

MMA SECURITIES LLC5 years

Service code 55

PO BOX 9497 · NEW YORK, NY 10087

Other Commissions

$53,884

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