Retirement plan

RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF SUP WELFARE PLAN

Name: SUP WELFARE PLAN INC. - RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF SUP WELFARE PLAN (2019) 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 SUP WELFARE PLAN, SUP WELFARE PLAN INC.

SUP WELFARE PLAN INC.EIN 94-1243666Plan #001PY 2019

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

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$254K

+13.7% from 2018

Total participants

0.0% from 2018

Average account balance

$253,816

+13.7% from 2018

Annual return

5.27%

-6.55 pp from 2018

Benchmarks

See 13,240 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,240 peers

Snapshot2019

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

3 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.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$20K

$20000 / participant

Other / not subdivided$20K100.0%

% of EOY assets

7.880%

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

$253,816

$104,924+141.9%

$84,623+199.9%

$152,885+66.0%

Participation rate

100.0%

74.8%+25.2pp

68.2%+31.8pp

82.5%+17.5pp

Annual return

5.27%

373.82%-368.5pp

258.77%-253.5pp

345.39%-340.1pp

Employer contribution / active EE

$26,772

$3,302+710.8%

$2,652+909.3%

$4,763+462.1%

Participant deferral / active EE

$12,063

$4,689+157.3%

$3,899+209.4%

$5,851+106.2%

Admin fee / account holder

$20,000

$6,242+220.4%

$4,913+307.1%

$11,598+72.4%

RETIREMENT SAVINGS PLAN FOR THE ADMINISTRATOR OF 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 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