Retirement plan

SAOG, LLC 401(K) PROFIT SHARING PLAN

Name: SAOG, LLC - SAOG, LLC 401(K) PROFIT SHARING PLAN (2024) Form 5500
Creator: SAOG, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAOG, LLC 401(K) PROFIT SHARING PLAN, SAOG, LLC

SAOG, LLCEIN 81-4024019Plan #002PY 2024

41661 REVIVAL DRIVE - ASHBURN, VA 20148571-246-3894

Other plans on this EIN

1 filing

#001Retirement-$1.6M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$323K

-4.5% from 2023

Total participants

-33.3% from 2023

Average account balance

$161,305

+43.2% from 2023

Annual return

-4.52%

-51.63 pp from 2023

Benchmarks

See 412 peers

Peer group

IndustryUnknown

Plan typeDefined contribution

Participants<25

Cohort412 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$323K

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-4.52%

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 codes2E2J2R2T3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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.
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

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

$161,305

$113,174+42.5%

$145,897+10.6%

Participation rate

100.0%

68.8%+31.2pp

80.3%+19.7pp

Annual return

-4.52%

21.70%-26.2pp

552.29%-556.8pp

Employer contribution / active EE

$5,760-100.0%

$4,663-100.0%

Participant deferral / active EE

$5,566-100.0%

$6,689-100.0%

Admin fee / account holder

$6,302-100.0%

$13,390-100.0%

SAOG, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SAOG, LLC 401(K) PROFIT SHARING 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