Retirement plan

IDAHO LABORATORIES CORPORATION 401K

Name: IDAHO LABORATORIES CORPORATION 401K - IDAHO LABORATORIES CORPORATION 401K (2021) Form 5500
Creator: IDAHO LABORATORIES CORPORATION 401K
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IDAHO LABORATORIES CORPORATION 401K, IDAHO LABORATORIES CORPORATION 401K

IDAHO LABORATORIES CORPORATION 401KEIN 82-0351973Plan #001PY 2021

2101 HEMMERT AVE - IDAHO FALLS, ID 83401208-522-0055idaholabs.comLinkedIn1-10 employeesmechanical or industrial engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

+10.3% from 2020

Total participants

-2.2% from 2020

Average account balance

$232,108

+12.8% from 2020

Annual return

15.29%

+1.80 pp from 2020

Benchmarks

See 14,567 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,567 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.80M

Not enough data

1 years with asset history on file

Average account balance

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

$356K

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.

116.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$511K

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

+8.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13490

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$993K

$25454 / participant

Other / not subdivided$993K100.0%

% of EOY assets

9.720%

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

$232,108

$86,298+169.0%

$111,308+108.5%

$85,847+170.4%

Participation rate

100.0%

73.3%+26.7pp

77.3%+22.7pp

69.3%+30.7pp

Annual return

15.29%

19.99%-4.7pp

54.67%-39.4pp

318.61%-303.3pp

Employer contribution / active EE

$6,768

$2,044+231.2%

$2,732+147.8%

$2,565+163.8%

Participant deferral / active EE

$6,757

$3,641+85.6%

$4,487+50.6%

$3,952+71.0%

Admin fee / account holder

$22,561

$8,189+175.5%

$7,965+183.2%

$6,261+260.4%

IDAHO LABORATORIES CORPORATION 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IDAHO LABORATORIES CORPORATION 401K

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