Retirement plan

403(B) THRIFT PLAN FOR EMPLOYEES OF ALASKA NETWORK ON DOMESTIC VIOLENCE AND SEXUAL ASSAULT

Name: ALASKA NETWORK ON DOMESTIC VIO - 403(B) THRIFT PLAN FOR EMPLOYEES OF ALASKA NETWORK ON DOMESTIC VIOLENCE AND SEXUAL ASSAULT (2022) Form 5500
Creator: ALASKA NETWORK ON DOMESTIC VIO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN FOR EMPLOYEES OF ALASKA NETWORK ON DOMESTIC VIOLENCE AND SEXUAL ASSAULT, ALASKA NETWORK ON DOMESTIC VIO

ALASKA NETWORK ON DOMESTIC VIOEIN 92-0087216Plan #002PY 2022

130 SEWARD ST STE 214 - JUNEAU, AK 998012103907-723-0620LinkedIn11-50 employeeshospital & health care

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$992K

-16.2% from 2021

Total participants

0.0% from 2021

Average account balance

$26,803

-14.0% from 2021

Annual return

-13.60%

-40.09 pp from 2021

Benchmarks

See 106,006 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort106,006 peers

Snapshot2022

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.62M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

172.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.00%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3929

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

See the 10-year trajectory. $4.99 for your first month.

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Start for $4.99 See plans

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 codes2G3D2J2E2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$582 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.705%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,803

$167,307-84.0%

$143,757-81.4%

$134,475-80.1%

Participation rate

91.7%

84.8%+6.9pp

80.3%+11.4pp

81.2%+10.4pp

Annual return

-13.60%

0.46%-14.1pp

-0.04%-13.6pp

417.96%-431.6pp

Employer contribution / active EE

$5,350

$5,619-4.8%

$4,951+8.1%

$4,740+12.9%

Participant deferral / active EE

$4,222

$6,446-34.5%

$5,637-25.1%

$6,400-34.0%

Admin fee / account holder

$189

$18,088-99.0%

$14,673-98.7%

$11,426-98.3%

403(B) THRIFT PLAN FOR EMPLOYEES OF ALASKA NETWORK ON DOMESTIC VIOLENCE AND SEXUAL ASSAULT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN FOR EMPLOYEES OF ALASKA NETWORK ON DOMESTIC VIOLENCE AND SEXUAL ASSAULT

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