Retirement plan

ACTUARIES & BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Name: ACTUARIES & BENEFIT CONSULTANTS, INC. - ACTUARIES & BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN (2022) Form 5500
Creator: ACTUARIES & BENEFIT CONSULTANTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACTUARIES & BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN, ACTUARIES & BENEFIT CONSULTANTS, INC.

ACTUARIES & BENEFIT CONSULTANTS, INC.EIN 65-1253196Plan #002PY 2022

12310 DORMOUSE ROAD - SAN DIEGO, CA 92129858-538-3818

Other plans on this EIN

1 filing

#001Retirement-$307K assets

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$84K

+25.3% from 2021

Total participants

0.0% from 2021

Average account balance

$27,833

+25.3% from 2021

Annual return

-19.22%

-19.10 pp from 2021

Benchmarks

See 133,844 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort133,844 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$286K

Not enough data

1 years with asset history on file

Average account balance

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

$143K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+14.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$27,833

$138,114-79.8%

$125,391-77.8%

$134,545-79.3%

Participation rate

100.0%

84.5%+15.5pp

82.4%+17.6pp

81.2%+18.8pp

Annual return

-19.22%

750.88%-770.1pp

572.41%-591.6pp

418.37%-437.6pp

Employer contribution / active EE

$784

$5,246-85.1%

$4,816-83.7%

$4,742-83.5%

Participant deferral / active EE

$9,111

$7,801+16.8%

$7,448+22.3%

$6,401+42.3%

Admin fee / account holder

$11,570-100.0%

$10,009-100.0%

$11,431-100.0%

ACTUARIES & BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ACTUARIES & BENEFIT CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion