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 (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$223K

+4.6% from 2017

Total participants

0.0% from 2017

Average account balance

$223,220

+4.6% from 2017

Annual return

11.82%

-6.05 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$46K

$46000 / participant

Other / not subdivided$46K100.0%

% of EOY assets

20.607%

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

$223,220

$95,188+134.5%

$76,518+191.7%

$135,379+64.9%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

11.82%

4.85%+7.0pp

-0.27%+12.1pp

519.79%-508.0pp

Employer contribution / active EE

$19,600

$3,303+493.5%

$2,647+640.4%

$4,779+310.1%

Participant deferral / active EE

$11,071

$4,640+138.6%

$3,836+188.6%

$5,609+97.4%

Admin fee / account holder

$46,000

$6,249+636.1%

$4,849+848.7%

$10,828+324.8%

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