Retirement plan

EMPLOYEE BENEFIT PLAN OF SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC.

Name: SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC. - EMPLOYEE BENEFIT PLAN OF SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC. (2018) Form 5500
Creator: SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC., SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC.

SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC.EIN 58-1172475Plan #001PY 2018

1216 DAWSON RD STE 108 - ALBANY, GA 317073867229-430-9870swgafarmcredit.comLinkedIn51-200 employeesfinancial services

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$9K

No prior year

Total participants

No prior year

Average account balance

$839

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 33,727 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort33,727 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$123K

Not enough data

1 years with asset history on file

Average account balance

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

$10K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$715

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 codes2F2T3D3H

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).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$0 / participant

Other / not subdivided$2100.0%

% of EOY assets

0.022%

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

$839

$90,606-99.1%

$79,466-98.9%

$135,379-99.4%

Participation rate

91.7%

76.0%+15.6pp

73.3%+18.3pp

82.6%+9.0pp

Annual return

0.00%

977.69%-977.7pp

718.28%-718.3pp

519.79%-519.8pp

Employer contribution / active EE

$349

$3,068-88.6%

$2,800-87.5%

$4,779-92.7%

Participant deferral / active EE

$467

$4,050-88.5%

$3,704-87.4%

$5,609-91.7%

Admin fee / account holder

$5,895-100.0%

$5,104-100.0%

$10,828-100.0%

EMPLOYEE BENEFIT PLAN OF SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SOUTHWEST GEORGIA PROJECT FOR COMMUNITY EDUCATION, INC.

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