Retirement plan

ARKANSAS SINGLE PARENT SCHOLARSHIP FUND

Name: ARKANSAS SINGLE PARENT SCHOLARSHIP FUND - ARKANSAS SINGLE PARENT SCHOLARSHIP FUND (2019) 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 2019

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)

$795K

+33.5% from 2018

Total participants

0.0% from 2018

Average account balance

$41,844

+40.6% from 2018

Annual return

16.94%

+23.40 pp from 2018

Benchmarks

See 31,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,989 peers

Snapshot2019

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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$180 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.385%

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

$41,844

$184,000-77.3%

$162,185-74.2%

$152,909-72.6%

Participation rate

94.1%

88.5%+5.6pp

87.6%+6.6pp

82.5%+11.7pp

Annual return

16.94%

150.80%-133.9pp

115.61%-98.7pp

345.46%-328.5pp

Employer contribution / active EE

$2,533

$6,370-60.2%

$5,613-54.9%

$4,764-46.8%

Participant deferral / active EE

$3,458

$8,033-57.0%

$7,297-52.6%

$5,851-40.9%

Admin fee / account holder

$161

$13,124-98.8%

$10,844-98.5%

$11,601-98.6%

ARKANSAS SINGLE PARENT SCHOLARSHIP FUND

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARKANSAS SINGLE PARENT SCHOLARSHIP FUND

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