Benchmarking Options In Community Living 401(K) Plan in Madison, WI against all plans
Options In Community Living 401(K) Plan in Madison, WI has the 6th-highest yield on beginning-of-plan-year total assets (16.35%) among the 31 plans in Madison, WI. That 16.35% compares to an average of 14.46% across those 31 plans.
Beating the average of 14.46% means an extra $20,270 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
Options In Community Living 401(K) Plan has these standings among those 31 peer plans:
Beating the average of 14.46% means an extra $20,270 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
Options In Community Living 401(K) Plan has these standings among those 31 peer plans:
- yield on beginning-of-plan-year total assets = 16.35% (6th-highest)
- net earnings on investments = $174,997 (3rd-lowest)
- total assets at beginning of plan year = $1,070,124 (2nd-least)
- asset transfers to this plan = $0
- asset transfers from this plan = $0
- cash contributions from participants = $346,976
- cash contributions from employers = $206,137
- total contributions = $553,626
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Peers
beat out by Infosec Institute 401(K) Plan in Madison, WI (21.08%), Eatstreet 401(K) Plan in Madison, WI (18.53%), Redox, Inc. 401(K) Plan in Madison, WI (18.35%), and Mid-West Management, Inc. 401(K) Plan in Madison, WI (16.90%), and 1 other.
beat Inoc LLC 401k Plan in Madison, WI (16.30%), Don Miller 401(K) Plan in Madison, WI (15.48%), Cherry Tree Dental LLC 401(K) Profit Sharing Plan & Trust in Madison, WI (15.47%), and Certco, Inc. Union Savings Plan in Madison, WI (15.09%), and others, ending with Pizza Hut of Southern Wisconsin, Inc. Retirement Savings Plan in Madison, WI (10.65%).
beat Inoc LLC 401k Plan in Madison, WI (16.30%), Don Miller 401(K) Plan in Madison, WI (15.48%), Cherry Tree Dental LLC 401(K) Profit Sharing Plan & Trust in Madison, WI (15.47%), and Certco, Inc. Union Savings Plan in Madison, WI (15.09%), and others, ending with Pizza Hut of Southern Wisconsin, Inc. Retirement Savings Plan in Madison, WI (10.65%).
References
- in city. Values were kept only if they occurred at least 20 times. 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.
- 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.