Retirement plan

OLYMPIC AGENCY, INC. EMPLOYEE RETIREMENT PLAN

Name: OLYMPIC AGENCY, INC. - OLYMPIC AGENCY, INC. EMPLOYEE RETIREMENT PLAN (2024) Form 5500
Creator: OLYMPIC AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OLYMPIC AGENCY, INC. EMPLOYEE RETIREMENT PLAN, OLYMPIC AGENCY, INC.

OLYMPIC AGENCY, INC.EIN 66-0603643Plan #001PY 2024

PMB 370, RD. 19 1353 - GUAYNABO, PR 009662700787-706-0102

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$547K

+18.3% from 2023

Total participants

0.0% from 2023

Average account balance

No prior year

Annual return

7.15%

-2.86 pp from 2023

Benchmarks

See 10,306 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort10,306 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$547K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+7.15%

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 codes2J2E3C2F2G

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$19K

$948 / participant

Other / not subdivided$19K100.0%

% of EOY assets

3.467%

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

$110,093-100.0%

$97,295-100.0%

$145,897-100.0%

Participation rate

0.0%

75.9%-75.9pp

72.7%-72.7pp

80.3%-80.3pp

Annual return

7.15%

244.76%-237.6pp

75.62%-68.5pp

552.29%-545.1pp

Employer contribution / active EE

$356

$3,077-88.4%

$2,723-86.9%

$4,663-92.4%

Participant deferral / active EE

$2,790

$4,678-40.4%

$4,264-34.6%

$6,689-58.3%

Admin fee / account holder

$6,212-100.0%

$5,646-100.0%

$13,390-100.0%

OLYMPIC AGENCY, INC. EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OLYMPIC AGENCY, INC. EMPLOYEE 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