Retirement plan

S3 INTEGRATED POWER, INC. 401(K) PLAN

Name: S3 POWER, INC. - S3 INTEGRATED POWER, INC. 401(K) PLAN (2020) Form 5500
Creator: S3 POWER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S3 INTEGRATED POWER, INC. 401(K) PLAN, S3 POWER, INC.

S3 POWER, INC.EIN 01-0618180Plan #001PY 2020

P.O. BOX 856 - NORWOOD, MA 02062781-762-2118LinkedIn1-10 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$751K

+20.5% from 2019

Total participants

0.0% from 2019

Average account balance

$187,719

+20.5% from 2019

Annual return

13.53%

-7.26 pp from 2019

Benchmarks

See 1,417 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,417 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.16M

Not enough data

1 years with asset history on file

Average account balance

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

$165K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1262

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$187,719

$111,301+68.7%

$112,977+66.2%

$158,966+18.1%

Participation rate

100.0%

83.5%+16.5pp

82.6%+17.4pp

82.0%+18.0pp

Annual return

13.53%

26.40%-12.9pp

24.24%-10.7pp

302.95%-289.4pp

Employer contribution / active EE

$4,347

$4,471-2.8%

$4,255+2.2%

$4,762-8.7%

Participant deferral / active EE

$6,500

$5,880+10.5%

$5,836+11.4%

$5,983+8.6%

Admin fee / account holder

$8,392-100.0%

$6,294-100.0%

$11,250-100.0%

S3 INTEGRATED POWER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

S3 INTEGRATED POWER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion