Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants<25
Cohort3,064 peers
Snapshot2024
Participant deferral / active EE
Employer contribution / active EE
Admin fee / account holder
Overall peer rank
90th percentileavg across 6 metrics
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Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Plan features & details
Pension benefit codes1A1I3D3H
Plan features
- 1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
- 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
0 tripped
No flags tripped for this filing year. This plan looks clean.