Retirement plan

APOL'S LANDSCAPE MAINTENANCE 401(K) PLAN

Name: APOL'S LANDSCAPE MAINTENANCE - APOL'S LANDSCAPE MAINTENANCE 401(K) PLAN (2023) Form 5500
Creator: APOL'S LANDSCAPE MAINTENANCE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APOL'S LANDSCAPE MAINTENANCE 401(K) PLAN, APOL'S LANDSCAPE MAINTENANCE

APOL'S LANDSCAPE MAINTENANCEEIN 91-1671965Plan #002PY 2023

15033 NE 13TH ST. - BELLEVUE, WA 98007425-681-3928

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$100K

+206.3% from 2022

Total participants

0.0% from 2022

Average account balance

$33,289

+206.3% from 2022

Annual return

31.20%

+31.20 pp from 2022

Benchmarks

See 41,808 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,808 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$239K

Not enough data

1 years with asset history on file

Average account balance

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

$80K

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.

30.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$584

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 codes2E2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$579

$58 / participant

Other / not subdivided$579100.0%

% of EOY assets

0.580%

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

$33,289

$96,678-65.6%

$86,640-61.6%

$139,466-76.1%

Participation rate

30.0%

74.4%-44.4pp

71.7%-41.7pp

80.3%-50.3pp

Annual return

31.20%

106.69%-75.5pp

592.52%-561.3pp

373.66%-342.5pp

Employer contribution / active EE

$1,861

$3,265-43.0%

$3,024-38.5%

$4,754-60.8%

Participant deferral / active EE

$3,848

$4,837-20.5%

$4,438-13.3%

$6,712-42.7%

Admin fee / account holder

$193

$6,410-97.0%

$5,616-96.6%

$11,409-98.3%

APOL'S LANDSCAPE MAINTENANCE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APOL'S LANDSCAPE MAINTENANCE 401(K) 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