Retirement plan

K-9 SEARCH ON SITE, LLP EMPLOYEES' 401(K) PLAN

Name: K-9 SEARCH ON SITE, LLP - K-9 SEARCH ON SITE, LLP EMPLOYEES' 401(K) PLAN (2022) Form 5500
Creator: K-9 SEARCH ON SITE, LLP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, K-9 SEARCH ON SITE, LLP EMPLOYEES' 401(K) PLAN, K-9 SEARCH ON SITE, LLP

K-9 SEARCH ON SITE, LLPEIN 62-1869475Plan #001PY 2022

1002 FLOYD CULLER CT. - OAK RIDGE, TN 37830865-363-2618k9sos.comLinkedIn11-50 employeessecurity and investigations

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$3.7M

-13.7% from 2021

Total participants

-4.8% from 2021

Average account balance

$106,003

-23.5% from 2021

Annual return

-17.57%

-32.20 pp from 2021

Benchmarks

See 4,928 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,928 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.34M

Not enough data

1 years with asset history on file

Average account balance

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

$162K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$354K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+14.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4288

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 codes2E2F2G2J2R2T3B3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$202K

$6743 / participant

Other / not subdivided$202K100.0%

% of EOY assets

5.453%

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

$106,003

$45,872+131.1%

$77,096+37.5%

$68,486+54.8%

Participation rate

83.3%

55.9%+27.4pp

67.9%+15.4pp

Annual return

-17.57%

1.73%-19.3pp

42.35%-59.9pp

-7.85%-9.7pp

Employer contribution / active EE

$5,478

$1,650+232.1%

$2,814+94.6%

$2,597+111.0%

Participant deferral / active EE

$6,303

$2,963+112.7%

$4,429+42.3%

$4,028+56.5%

Admin fee / account holder

$5,780

$3,041+90.1%

$5,428+6.5%

$5,404+7.0%

K-9 SEARCH ON SITE, LLP EMPLOYEES' 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

K-9 SEARCH ON SITE, LLP EMPLOYEES' 401(K) 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