Retirement plan

OUTSIDE IN 403(B) PLAN

Name: OUTSIDE IN - OUTSIDE IN 403(B) PLAN (2021) Form 5500
Creator: OUTSIDE IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, OUTSIDE IN 403(B) PLAN, OUTSIDE IN

OUTSIDE INEIN 93-0567549Plan #002PY 2021

1132 SW 13TH AVE - PORTLAND, OR 972051703503-535-3803outsidein.orgLinkedIn51-200 employeesnon-profit organization management

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+81.1% from 2020

Total participants

209

+7.7% from 2020

Average account balance

$15,208

+56.5% from 2020

Annual return

32.21%

+20.28 pp from 2020

Benchmarks

See 5,353 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort5,353 peers

Snapshot2021

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$6.74M

Not enough data

1 years with asset history on file

Average account balance

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

$23K

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.

299

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.

82.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.10M

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

+13.25%

Not enough data

1 years with return on file

Admin fee / account holder

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

$19

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

See the 7-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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Service providers

Top 1 by compensation

Provider	Service type	Compensation
LAURA CABALLERO3+ years Filed as: LAURA M GORTON Service code 22 · EIN 74-1625348 2929 ALLEN PARKWAY · HOUSTON, TX 77019	Insurance Broker	$18,354

Plan features & details

Pension benefit codes2A2E2F2G2J2M2T3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$18 / participant

Investment mgmt$3K100.0%

% of EOY assets

0.105%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: KERN & THOMPSON LLC
Auditor EIN: 931157146
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$15,208

$61,156-75.1%

$185,823-91.8%

$79,386-80.8%

Participation rate

73.3%

66.6%+6.7pp

81.7%-8.4pp

70.7%+2.6pp

Annual return

32.21%

19.45%+12.8pp

122.05%-89.8pp

116.85%-84.6pp

Employer contribution / active EE

$2,254

$2,321-2.8%

$5,167-56.4%

$2,427-7.1%

Participant deferral / active EE

$2,485

$2,789-10.9%

$5,568-55.4%

$4,046-38.6%

Admin fee / account holder

$16

$710-97.8%

$16,237-99.9%

$626-97.5%

Provider

Service type

Compensation

LAURA CABALLERO3+ years

Filed as: LAURA M GORTON

Service code 22 · EIN 74-1625348

2929 ALLEN PARKWAY · HOUSTON, TX 77019

Insurance Broker

$18,354

OUTSIDE IN 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

OUTSIDE IN 403(B) 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