Filed January 18, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants<25
Cohort120,726 peers
Snapshot2020
40
Participant deferral / active EE
$5,560
median $5,970
42
Employer contribution / active EE
$2,517
median $2,549
40
Participation rate
100.0%
median 100.0%
20
Avg account balance
$23,056
median $80,802
76
Admin fee / account holder
$0
median $599
90
Annual return
189.55%
median 14.85%
Overall peer rank
51of 100
51st percentileavg across 6 metrics
Analytics
2019 - 2025
Total assets (EOY)
Plan-year ending balance
$1.24M
Average account balance
Total assets / participants with a balance (line 6g)
$83K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
15
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
100.0%
Contributions (total)
Employer and participant dollars contributed each year
$147K
Contributions per participant
Average employer and participant contribution per enrolled participant
$10K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+19.31%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$142
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
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 codes2E2G2F2T3C
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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.