Retirement plan

PROSPERO INCENTIVES 401K PLAN

Name: PROSPERO INCENTIVES, INC. - PROSPERO INCENTIVES 401K PLAN (2024) Form 5500
Creator: PROSPERO INCENTIVES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROSPERO INCENTIVES 401K PLAN, PROSPERO INCENTIVES, INC.

PROSPERO INCENTIVES, INC.EIN 81-2752002Plan #001PY 2024

3716 SE 13TH AVE - PORTLAND, OR 972023813503-444-9977prosperoincentives.comLinkedIn1-10 employeesevents services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$401K

+13.1% from 2023

Total participants

0.0% from 2023

Average account balance

$200,709

+13.1% from 2023

Annual return

4.01%

+1.45 pp from 2023

Benchmarks

See 19,366 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort19,366 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$401K

Not enough data

1 years with asset history on file

Average account balance

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

$201K

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

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+4.01%

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 codes2J

Plan features

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 returns
Annual investment return 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

$200,709

$100,203+100.3%

$85,240+135.5%

$145,897+37.6%

Participation rate

100.0%

74.1%+25.9pp

67.5%+32.5pp

80.3%+19.7pp

Annual return

4.01%

84.28%-80.3pp

66.75%-62.7pp

552.29%-548.3pp

Employer contribution / active EE

$913

$3,242-71.9%

$2,735-66.6%

$4,663-80.4%

Participant deferral / active EE

$15,250

$5,299+187.8%

$4,527+236.9%

$6,689+128.0%

Admin fee / account holder

$7,265-100.0%

$6,165-100.0%

$13,390-100.0%

PROSPERO INCENTIVES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PROSPERO INCENTIVES 401K 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