Retirement plan

EMPLOYEE BENEFIT PLAN OF ONE STEP BEYOND, INC.

Name: ONE STEP BEYOND, INC. - EMPLOYEE BENEFIT PLAN OF ONE STEP BEYOND, INC. (2022) Form 5500
Creator: ONE STEP BEYOND, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF ONE STEP BEYOND, INC., ONE STEP BEYOND, INC.

ONE STEP BEYOND, INC.EIN 86-1036448Plan #001PY 2022

9299 W OLIVE AVE STE 311 - PEORIA, AZ 853458381623-215-2449LinkedIn51-200 employeesprogram development

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$139K

+94.2% from 2021

Total participants

+28.0% from 2021

Average account balance

$4,358

+51.7% from 2021

Annual return

-15.22%

-35.78 pp from 2021

Benchmarks

See 19,706 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants25-99

Cohort19,706 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$289K

Not enough data

1 years with asset history on file

Average account balance

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

$7K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+12.85%

Not enough data

1 years with return on file

Admin fee / account holder

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

$201

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 codes2F2G2T3D

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.
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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$5K

$143 / participant

Other / not subdivided$5K100.0%

% of EOY assets

3.291%

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

$4,358

$73,848-94.1%

$143,799-97.0%

$68,486-93.6%

Participation rate

100.0%

66.7%+33.3pp

80.3%+19.7pp

67.9%+32.1pp

Annual return

-15.22%

0.91%-16.1pp

-0.04%-15.2pp

-7.85%-7.4pp

Employer contribution / active EE

$771

$3,184-75.8%

$4,952-84.4%

$2,597-70.3%

Participant deferral / active EE

$1,826

$3,385-46.1%

$5,638-67.6%

$4,028-54.7%

Admin fee / account holder

$143

$5,755-97.5%

$14,677-99.0%

$5,404-97.3%

EMPLOYEE BENEFIT PLAN OF ONE STEP BEYOND, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF ONE STEP BEYOND, INC.

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