Retirement plan

403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY

Name: SELF HELP FOR THE ELDERLY - 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY (2024) Form 5500
Creator: SELF HELP FOR THE ELDERLY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY, SELF HELP FOR THE ELDERLY

SELF HELP FOR THE ELDERLYEIN 94-1750717Plan #002PY 2024

731 SANSOME ST STE 100 - SAN FRANCISCO, CA 941111725415-677-7600selfhelpelderly.orgLinkedIn201-500 employeesnon-profit organization management

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$15.9M

+16.5% from 2023

Total participants

620

+9.9% from 2023

Average account balance

$50,162

+12.4% from 2023

Annual return

14.61%

-0.44 pp from 2023

Benchmarks

See 4,117 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants250-999

Cohort4,117 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.85M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

316

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.

36.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.23M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.61%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MUTUAL OF AMERICA INVESTMENT CORP6 years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022	Participant loan processing; Account ...	$1,279

Plan features & details

Pension benefit codes2G3D2J2K

Plan features

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$3 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.008%

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: $0
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$50,162

$50,919-1.5%

$155,556-67.8%

$77,762-35.5%

Participation rate

36.1%

63.1%-27.0pp

78.2%-42.1pp

70.6%-34.5pp

Annual return

14.61%

34.84%-20.2pp

64.84%-50.2pp

31.27%-16.7pp

Employer contribution / active EE

$568

$1,991-71.5%

$4,675-87.8%

$2,728-79.2%

Participant deferral / active EE

$2,006

$2,824-29.0%

$5,631-64.4%

$4,651-56.9%

Admin fee / account holder

$437-99.0%

$15,885-100.0%

$433-99.0%

Provider

Service type

Compensation

MUTUAL OF AMERICA INVESTMENT CORP6 years

Service code 12

320 PARK AVENUE · NEW YORK, NY 10022

Participant loan processing; Account ...

$1,279

403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY

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