Benchmarking Allied 100, LLC 401(K) P/S Plan in Woodruff, WI against all plans
Allied 100, LLC 401(K) P/S Plan in Woodruff, WI has the highest yield on beginning-of-plan-year total assets (-7.83%) among all the 34 Wisconsin plans. That -7.83% compares to an average of -19.68% across those 34 plans.
Beating the average of -19.68% means an extra $389,354 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
Allied 100, LLC 401(K) P/S Plan has these standings among those 34 peer plans:
Beating the average of -19.68% means an extra $389,354 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
Allied 100, LLC 401(K) P/S Plan has these standings among those 34 peer plans:
- yield on beginning-of-plan-year total assets = -7.83% (the highest)
- net earnings on investments = -$257,402 (4th-lowest)
- total assets at beginning of plan year = $3,286,940 (4th-most)
- asset transfers to the plan = $0
- asset transfers from the plan = $0
- cash contributions from participants = $0
- cash contributions from employers = $204
- total contributions = $420
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Peers
beat Tetra Defense 401(K) Plan in Madison, WI (-8.25%), Tall Tree Foods, Inc.- Union 401(K) Plan in Milwaukee, WI (-11.62%), Dimensions Management of Chippewa Falls 401(K) Plan in Chippewa Falls, WI (-13.29%), and Pizza Hut of Southern Wisconsin, Inc. Retirement Savings Plan in Madison, WI (-13.60%), and others, ending with Oak Ridge Care Center Inc. 401(K) Plan in Union Grove, WI (-55.95%).
References
- in state. Except where noted, all data come from the 25-July-2024 updates to the year-2022 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-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.