Retirement plan

SUMMERFIELD WALDORF SCHOOL AND FARM RETIREMENT PLAN

Name: SUMMERFIELD WALDORF SCHOOL AND FARM - SUMMERFIELD WALDORF SCHOOL AND FARM RETIREMENT PLAN (2017) Form 5500
Creator: SUMMERFIELD WALDORF SCHOOL AND FARM
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUMMERFIELD WALDORF SCHOOL AND FARM RETIREMENT PLAN, SUMMERFIELD WALDORF SCHOOL AND FARM

SUMMERFIELD WALDORF SCHOOL AND FARMEIN 94-2248359Plan #001PY 2017

655 WILLOWSIDE ROAD - SANTA ROSA, CA 95401707-575-7194summerfieldws.orgLinkedIn51-200 employees

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$777K

+41.3% from 2016

Total participants

-47.1% from 2016

Average account balance

$14,390

+36.1% from 2016

Annual return

13.79%

+8.52 pp from 2016

Benchmarks

See 3,768 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort3,768 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.99M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

69.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$248K

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

+6.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4000

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 codes2E2J2F2G3D2T

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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$177 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.842%

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

$14,390

$45,050-68.1%

$63,018-77.2%

$70,126-79.5%

Participation rate

100.0%

69.5%+30.5pp

74.8%+25.2pp

69.5%+30.5pp

Annual return

13.79%

18.76%-5.0pp

87.62%-73.8pp

73.15%-59.4pp

Employer contribution / active EE

$1,902

$2,052-7.3%

$2,761-31.1%

$2,343-18.8%

Participant deferral / active EE

$2,367

$2,466-4.0%

$3,330-28.9%

$3,332-28.9%

Admin fee / account holder

$121

$2,834-95.7%

$3,601-96.6%

$4,645-97.4%

SUMMERFIELD WALDORF SCHOOL AND FARM RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUMMERFIELD WALDORF SCHOOL AND FARM RETIREMENT 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