Industry54 - Professional, Scientific, and Technical Services
Plan typeDefined contribution
Participants250-999
Cohort3,315 peers
Snapshot2024
85
Participant deferral / active EE
$14,274
median $7,953
81
Employer contribution / active EE
$7,137
median $2,897
55
Participation rate
91.8%
median 89.4%
21
Avg account balance
$38,539
median $76,215
73
Admin fee / account holder
$71
median $156
0
Annual return
0.00%
median 16.50%
Overall peer rank
63of 100
63rd percentileavg across 6 metrics
See peer percentile detail with Solo.
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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.
2I
Stock bonus
Stock bonus plan.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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
$21K
$82 / participant
Investment mgmt$3K16.5%
Contract admin$17K78.8%
Other / not subdivided$1K4.8%
% of EOY assets
0.183%
all-in expense ratio
Categories reported
2 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
The auditor signed off without reservation. This is the cleanest opinion.