Retirement plan

CAMP SOLOMON SCHECHTER RETIREMENT PLAN

Name: CAMP SOLOMON SCHECHTER - CAMP SOLOMON SCHECHTER RETIREMENT PLAN (2023) Form 5500
Creator: CAMP SOLOMON SCHECHTER
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CAMP SOLOMON SCHECHTER RETIREMENT PLAN, CAMP SOLOMON SCHECHTER

CAMP SOLOMON SCHECHTEREIN 93-0572590Plan #001PY 2023

117 EAST LOUISA STREET, SUITE 110 - SEATTLE, WA 98102206-693-3039campschechter.orgLinkedIn11-50 employeesnon-profit organization management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$144K

+149.3% from 2022

Total participants

+71.4% from 2022

Average account balance

$13,092

+58.6% from 2022

Annual return

24.42%

+24.42 pp from 2022

Benchmarks

See 9,751 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort9,751 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$455K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

127.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$132K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2J2T3D

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).
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.

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

$13,092

$156,963-91.7%

$121,204-89.2%

$139,466-90.6%

Participation rate

85.7%

76.5%+9.3pp

69.5%+16.2pp

80.3%+5.4pp

Annual return

24.42%

1476.75%-1452.3pp

987.18%-962.8pp

373.66%-349.2pp

Employer contribution / active EE

$3,676

$5,544-33.7%

$4,170-11.8%

$4,754-22.7%

Participant deferral / active EE

$6,630

$4,848+36.7%

$4,083+62.4%

$6,712-1.2%

Admin fee / account holder

$6,953-100.0%

$5,651-100.0%

$11,409-100.0%

CAMP SOLOMON SCHECHTER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CAMP SOLOMON SCHECHTER RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion