Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF PIKES PEAK BOY SCOUTS OF AMERICA

Name: PIKES PEAK BOY SCOUTS OF AMERICA - 403(B) THRIFT PLAN FOR EMPLOYEES OF PIKES PEAK BOY SCOUTS OF AMERICA (2024) Form 5500
Creator: PIKES PEAK BOY SCOUTS OF AMERICA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF PIKES PEAK BOY SCOUTS OF AMERICA, PIKES PEAK BOY SCOUTS OF AMERICA

PIKES PEAK BOY SCOUTS OF AMERICAEIN 84-0404226Plan #003PY 2024

4775 CENTENNIAL BLVD STE 107 - COLORADO SPRINGS, CO 80919719-634-1584

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$108K

+11.2% from 2023

Total participants

0.0% from 2023

Average account balance

$21,602

+11.2% from 2023

Annual return

11.24%

-2.77 pp from 2023

Benchmarks

See 49,870 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,870 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$108K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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.

Not enough data

0 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

+11.24%

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 codes2H2J

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$18

Other / not subdivided$18100.0%

% of EOY assets

0.017%

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

$21,602

$88,815-75.7%

$81,882-73.6%

$145,897-85.2%

Participation rate

0.0%

75.1%-75.1pp

72.4%-72.4pp

80.3%-80.3pp

Annual return

11.24%

1033.75%-1022.5pp

779.47%-768.2pp

552.29%-541.1pp

Employer contribution / active EE

$3,086-100.0%

$2,916-100.0%

$4,663-100.0%

Participant deferral / active EE

$4,647-100.0%

$4,323-100.0%

$6,689-100.0%

Admin fee / account holder

$8,434-100.0%

$7,360-100.0%

$13,390-100.0%

403(B) THRIFT PLAN FOR EMPLOYEES OF PIKES PEAK BOY SCOUTS OF AMERICA

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF PIKES PEAK BOY SCOUTS OF AMERICA

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