Retirement plan

THE TRUSTEES OF SALESGLOBE, LLC. SAFE HAROR 401K PLAN

Name: SALESGLOBE, LLC - THE TRUSTEES OF SALESGLOBE, LLC. SAFE HAROR 401K PLAN (2023) Form 5500
Creator: SALESGLOBE, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE TRUSTEES OF SALESGLOBE, LLC. SAFE HAROR 401K PLAN, SALESGLOBE, LLC

SALESGLOBE, LLCEIN 83-4086430Plan #001PY 2023

395 S ATLANTA STREET - ROSWELL, GA 30075770-335-9225salesglobe.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

-5.0% from 2022

Total participants

+18.2% from 2022

Average account balance

$91,589

-19.6% from 2022

Annual return

13.73%

+15.78 pp from 2022

Benchmarks

See 139,766 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort139,766 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$186K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3754

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 codes2J2E2T

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.
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.

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

$354K

$35416 / participant

Other / not subdivided$354K100.0%

% of EOY assets

29.745%

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

$91,589

$148,623-38.4%

$135,974-32.6%

$139,466-34.3%

Participation rate

100.0%

83.9%+16.1pp

81.9%+18.1pp

80.3%+19.7pp

Annual return

13.73%

79.30%-65.6pp

68.30%-54.6pp

373.66%-359.9pp

Employer contribution / active EE

$3,883

$5,246-26.0%

$4,859-20.1%

$4,754-18.3%

Participant deferral / active EE

$6,833

$8,103-15.7%

$7,760-12.0%

$6,712+1.8%

Admin fee / account holder

$27,243

$12,406+119.6%

$10,767+153.0%

$11,409+138.8%

THE TRUSTEES OF SALESGLOBE, LLC. SAFE HAROR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE TRUSTEES OF SALESGLOBE, LLC. SAFE HAROR 401K PLAN

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