Retirement plan

ARKANSAS SINGLE PARENT SCHOLARSHIP FUND

Name: ARKANSAS SINGLE PARENT SCHOLARSHIP FUND - ARKANSAS SINGLE PARENT SCHOLARSHIP FUND (2017) Form 5500
Creator: ARKANSAS SINGLE PARENT SCHOLARSHIP FUND
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARKANSAS SINGLE PARENT SCHOLARSHIP FUND, ARKANSAS SINGLE PARENT SCHOLARSHIP FUND

ARKANSAS SINGLE PARENT SCHOLARSHIP FUNDEIN 71-0704088Plan #002PY 2017

614 E EMMA AVE STE 119 - SPRINGDALE, AR 727644400479-927-1402aspsf.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$694K

+28.1% from 2016

Total participants

+88.9% from 2016

Average account balance

$43,377

-20.0% from 2016

Annual return

15.98%

+1.10 pp from 2016

Benchmarks

See 30,802 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,802 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$254K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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

$93K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.98%

Not enough data

1 years with return on file

Admin fee / account holder

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

$38067

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$43,377

$171,867-74.8%

$149,721-71.0%

$147,586-70.6%

Participation rate

92.9%

88.2%+4.7pp

87.1%+5.8pp

82.8%+10.0pp

Annual return

15.98%

2113.36%-2097.4pp

1501.67%-1485.7pp

578.59%-562.6pp

Employer contribution / active EE

$2,078

$6,275-66.9%

$5,444-61.8%

$4,876-57.4%

Participant deferral / active EE

$2,597

$7,270-64.3%

$6,568-60.5%

$5,439-52.2%

Admin fee / account holder

$13,799-100.0%

$11,282-100.0%

$10,886-100.0%

ARKANSAS SINGLE PARENT SCHOLARSHIP FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARKANSAS SINGLE PARENT SCHOLARSHIP FUND

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