Retirement plan

SPOKEO, INC. 401K PLAN

Name: SPOKEO, INC. - SPOKEO, INC. 401K PLAN (2023) Form 5500
Creator: SPOKEO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPOKEO, INC. 401K PLAN, SPOKEO, INC.

SPOKEO, INC.EIN 84-1707759Plan #001PY 2023

199 SO. LOS ROBLES SUITE 711 - PASADENA, CA 91101626-396-9499spokeo.comLinkedIn51-200 employeesinternet

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$13.2M

+45.0% from 2022

Total participants

289

-11.6% from 2022

Average account balance

$50,957

+68.5% from 2022

Annual return

27.48%

+52.38 pp from 2022

Benchmarks

See 6,234 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort6,234 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$16.39M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

220

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.

87.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.90M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+23.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 15 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518	Recordkeeping	$3,870
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 23693 NETWORK PL · CHICAGO, IL 606733396	Contract Administrator	$3,050

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$7K

$38 / participant

Contract admin$7K100.0%

% of EOY assets

0.052%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ALMICH & ASSOCIATES
Auditor EIN: 330526284
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,957

$91,424-44.3%

$135,942-62.5%

$71,495-28.7%

Participation rate

83.5%

75.7%+7.9pp

81.9%+1.6pp

67.9%+15.6pp

Annual return

27.48%

29.90%-2.4pp

68.28%-40.8pp

28.85%-1.4pp

Employer contribution / active EE

$4,471

$3,704+20.7%

$4,858-8.0%

$2,589+72.7%

Participant deferral / active EE

$7,883

$7,092+11.2%

$7,759+1.6%

$4,291+83.7%

Admin fee / account holder

$27

$1,266-97.9%

$10,764-99.8%

$1,588-98.3%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI

Service code 15 · EIN 82-4555287

6455 IRVINE CENTER DRIVE · IRVINE, CA 926184518

Recordkeeping

$3,870

ASCENSUS LLC1 year

Filed as: FUTUREPLAN BY ASCENSUS

Service code 13 · EIN 82-3719843

23693 NETWORK PL · CHICAGO, IL 606733396

Contract Administrator

$3,050

SPOKEO, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPOKEO, INC. 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