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Benchmarking Fox World Travel, Inc. 401(K) Plan in Oshkosh, WI against all plans

 

Fox World Travel, Inc. 401(K) Plan in Oshkosh, WI has the 7th-highest yield on beginning-of-plan-year total assets (15.83%) among the 77 plans within 50 miles that provide for automatic enrollment. That 15.83% compares to an average of 13.72% across those 77 plans.

Beating the average of 13.72% means an extra $431,188 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year

Fox World Travel, Inc. 401(K) Plan has these standings among those 77 peer plans:

  • yield on beginning-of-plan-year total assets = 15.83% (7th-highest, tied)

  • net earnings on investments = $3,229,395 (31st-highest)

  • total assets at beginning of plan year = $20,396,780 (35th-most)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to this plan = $0

  • asset transfers from this plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $730,153

  • cash contributions from employers = $196,557

  • total contributions = $1,233,192

Visualize

 
 

Peers

beat out by Village Associates, LLC 401(K) Plan and Trust in Pulaski, WI (31.78%), Omni Glass & Paint, LLC 401(K) Profit Sharing Plan in Oshkosh, WI (19.55%), Hometown Bancorp, Ltd. 401(K) Savings Plan in Fond Du Lac, WI (16.45%), and Dean Distributing, Inc. Profit Sharing 401(K) Plan & Trust in Green Bay, WI (16.29%), and 2 others, ending with Jones Sign Co., Inc. 401(K) Plan and Trust in De Pere, WI (16.11%).

tied with Sadoff and Rudoy Industries Salary Reduction 401(K) Plan in Fond Du Lac, WI (15.83%).

beat Stumpf Motor Co., Inc. Profit Sharing, Savings & Investment Plan in Appleton, WI (15.74%), Arrowhead Systems, Inc. 401(K) Retirement Savings Plan in Randolph, WI (15.58%), Plymouth Foam 401(K) Retirement Savings Plan & Trust in Plymouth, WI (15.54%), and Van Horn Automotive Group 401(K) Plan in Plymouth, WI (15.42%), and others, ending with Valley Bakers Cooperative Association 401(K) Plan in Greenville, WI (4.89%).

References

  1. provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in a plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. within 50 miles.

    • The Latitude and Longitude data used by this application were obtained from the Google Map's geolocation API service.
    • In rare cases, the geolocation isn't found, typically because a street address is missing or incorrect, a zipcode isn't correct or omits a leading zero, or other detail. In such rare cases, the Google Maps service was used manually to identify the correct or likely office latitude and longtidue, with a preference to physical addresses rather than mailing addresses such as a post office box.

    Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  3. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.