Retirement plan

SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT PLAN

Name: SUNDOWN M RANCH CORPORATION - SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT PLAN (2024) Form 5500
Creator: SUNDOWN M RANCH CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT PLAN, SUNDOWN M RANCH CORPORATION

SUNDOWN M RANCH CORPORATIONEIN 91-0823103Plan #001PY 2024

P O BOX 217 - SELAH, WA 98942509-457-0990sundown.orgLinkedIn51-200 employeeshospital & health care

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$3.9M

+13.8% from 2023

Total participants

139

+9.4% from 2023

Average account balance

$28,731

+5.5% from 2023

Annual return

9.93%

-2.04 pp from 2023

Benchmarks

See 6,010 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort6,010 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.94M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

137

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$340K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+9.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$105

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

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 codes2C3D2F2G2T

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$14K

$125 / participant

Contract admin$3K20.0%
Other / not subdivided$12K80.0%

% of EOY assets

0.367%

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: ALEGRIA & COMPANY P.S.
Auditor EIN: 910856953
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$28,731

$55,423-48.2%

$155,602-81.5%

$74,400-61.4%

Participation rate

98.3%

61.9%+36.4pp

78.2%+20.1pp

67.2%+31.0pp

Annual return

9.93%

269.07%-259.1pp

64.81%-54.9pp

1367.51%-1357.6pp

Employer contribution / active EE

$2,956

$2,266+30.5%

$4,675-36.8%

$2,624+12.6%

Participant deferral / active EE

$2,835-100.0%

$5,629-100.0%

$4,348-100.0%

Admin fee / account holder

$105

$1,744-94.0%

$15,923-99.3%

$1,944-94.6%

SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUNDOWN M RANCH CORPORATION EMPLOYEES RETIREMENT 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