Retirement plan

TOM POSEY, CO. DBA ACTIVE OUTDOORS 401K PLAN

Name: TOM POSEY, CO. DBA ACTIVE OUTDOORS - TOM POSEY, CO. DBA ACTIVE OUTDOORS 401K PLAN (2021) Form 5500
Creator: TOM POSEY, CO. DBA ACTIVE OUTDOORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOM POSEY, CO. DBA ACTIVE OUTDOORS 401K PLAN, TOM POSEY, CO. DBA ACTIVE OUTDOORS

TOM POSEY, CO. DBA ACTIVE OUTDOORSEIN 93-0592875Plan #001PY 2021

4230 SE KING RD PMB 198 - MILWAUKIE, OR 97222503-968-2828

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$3M

+15.7% from 2020

Total participants

0.0% from 2020

Average account balance

$608,442

+15.7% from 2020

Annual return

9.87%

+7.91 pp from 2020

Benchmarks

See 22,587 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,587 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.97M

Not enough data

1 years with asset history on file

Average account balance

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

$281K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$215K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+16.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$910

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 codes2E2F2G2J2T3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$10K

$1955 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.321%

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

$608,442

$176,794+244.2%

$146,647+314.9%

$167,553+263.1%

Participation rate

100.0%

83.6%+16.4pp

80.1%+19.9pp

82.1%+17.9pp

Annual return

9.87%

24.04%-14.2pp

22.75%-12.9pp

478.89%-469.0pp

Employer contribution / active EE

$19,660

$5,161+280.9%

$4,137+375.2%

$4,840+306.2%

Participant deferral / active EE

$11,140

$6,440+73.0%

$5,506+102.3%

$6,343+75.6%

Admin fee / account holder

$1,955

$13,262-85.3%

$10,281-81.0%

$12,316-84.1%

TOM POSEY, CO. DBA ACTIVE OUTDOORS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TOM POSEY, CO. DBA ACTIVE OUTDOORS 401K 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