Retirement plan

S3 INTEGRATED POWER, INC. 401(K) PLAN

Name: S3 POWER, INC. - S3 INTEGRATED POWER, INC. 401(K) PLAN (2022) 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 2022

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$792K

-7.8% from 2021

Total participants

+20.0% from 2021

Average account balance

$132,001

-23.2% from 2021

Annual return

-13.18%

-21.53 pp from 2021

Benchmarks

See 1,621 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants<25

Cohort1,621 peers

Snapshot2022

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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$7K

$1852 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.935%

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

$132,001

$90,467+45.9%

$93,759+40.8%

$134,532-1.9%

Participation rate

100.0%

82.0%+18.0pp

81.0%+19.0pp

81.2%+18.8pp

Annual return

-13.18%

-15.72%+2.5pp

-11.33%-1.9pp

418.27%-431.4pp

Employer contribution / active EE

$11,495

$4,345+164.5%

$4,324+165.8%

$4,741+142.5%

Participant deferral / active EE

$5,980-100.0%

$6,096-100.0%

$6,401-100.0%

Admin fee / account holder

$1,234

$9,258-86.7%

$7,197-82.9%

$11,429-89.2%

S3 INTEGRATED POWER, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S3 INTEGRATED POWER, INC. 401(K) 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