Retirement plan

RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF THE SUP WELFARE PLAN

Name: SUP WELFARE PLAN, INC. - RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF THE SUP WELFARE PLAN (2016) Form 5500
Creator: SUP WELFARE PLAN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF THE SUP WELFARE PLAN, SUP WELFARE PLAN, INC.

SUP WELFARE PLAN, INC.EIN 94-1243666Plan #001PY 2016

730 HARRISON ST STE 400 - SAN FRANCISCO, CA 94105415-778-5490LinkedIn1-10 employeesindividual & family services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$157K

No prior year

Total participants

No prior year

Average account balance

$156,737

No prior year

Annual return

-1.60%

No prior year

Benchmarks

See 11,490 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,490 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$530K

Not enough data

1 years with asset history on file

Average account balance

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

$530K

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

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$52K

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

+5.49%

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 codes2E2G2J2T

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$250K

$250000 / participant

Other / not subdivided$250K100.0%

% of EOY assets

159.503%

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

$156,737

$93,071+68.4%

$74,583+110.2%

$273,968-42.8%

Participation rate

100.0%

74.9%+25.1pp

68.1%+31.9pp

83.0%+17.0pp

Annual return

-1.60%

26.18%-27.8pp

20.47%-22.1pp

41.45%-43.1pp

Employer contribution / active EE

$18,498

$3,160+485.5%

$2,525+632.6%

$4,869+279.9%

Participant deferral / active EE

$10,800

$4,160+159.6%

$3,458+212.3%

$5,287+104.3%

Admin fee / account holder

$250,000

$5,272+4641.6%

$4,138+5941.9%

$10,132+2367.3%

RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF THE SUP WELFARE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF THE SUP WELFARE 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