Retirement plan

SPACE SCIENCE INSTITUTE DEFINED CONTRIBUTION PLAN

Name: SPACE SCIENCE INSTITUTE - SPACE SCIENCE INSTITUTE DEFINED CONTRIBUTION PLAN (2025) Form 5500
Creator: SPACE SCIENCE INSTITUTE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPACE SCIENCE INSTITUTE DEFINED CONTRIBUTION PLAN, SPACE SCIENCE INSTITUTE

SPACE SCIENCE INSTITUTEEIN 84-1215290Plan #001PY 2025

4765 WALNUT ST STE B - BOULDER, CO 803012575720-974-5888spacescience.orgLinkedIn11-50 employeesresearch

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$29.1M

+15.2% from 2024

Total participants

105

-1.9% from 2024

Average account balance

$279,664

+18.5% from 2024

Annual return

14.42%

+0.24 pp from 2024

Benchmarks

See 17,179 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort17,179 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.09M

Not enough data

1 years with asset history on file

Average account balance

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

$280K

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.

104

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.

182.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$969K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+14.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7679

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 codes2L2G2F2T2M3D

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$799K

$14010 / participant

Other / not subdivided$799K100.0%

% of EOY assets

2.746%

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

$279,664

$106,864+161.7%

$147,318+89.8%

$82,637+238.4%

Participation rate

98.2%

75.5%+22.7pp

82.1%+16.2pp

68.1%+30.2pp

Annual return

14.42%

27.49%-13.1pp

70.43%-56.0pp

53.51%-39.1pp

Employer contribution / active EE

$7,658

$3,417+124.1%

$4,593+66.7%

$2,552+200.1%

Participant deferral / active EE

$9,343

$6,496+43.8%

$7,906+18.2%

$4,126+126.4%

Admin fee / account holder

$7,679

$8,415-8.7%

$13,708-44.0%

$7,339+4.6%

SPACE SCIENCE INSTITUTE DEFINED CONTRIBUTION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPACE SCIENCE INSTITUTE DEFINED CONTRIBUTION 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