Retirement plan

ABIDE, INC. 401(K) PLAN AND TRUST

Name: ABIDE, INC. - ABIDE, INC. 401(K) PLAN AND TRUST (2016) Form 5500
Creator: ABIDE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABIDE, INC. 401(K) PLAN AND TRUST, ABIDE, INC.

ABIDE, INC.EIN 04-3138551Plan #001PY 2016

483 SHAKER ROAD - EAST LONGMEADOW, MA 01028413-525-0644

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$910K

+42.7% from 2015

Total participants

0.0% from 2015

Average account balance

$32,485

+42.7% from 2015

Annual return

6.63%

+6.98 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.56M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$213K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8921

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 codes2E2J

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$92 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.252%

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

$32,485

$48,078-32.4%

$78,676-58.7%

$62,881-48.3%

Participation rate

100.0%

65.2%+34.8pp

73.6%+26.4pp

69.3%+30.7pp

Annual return

6.63%

31.36%-24.7pp

62.19%-55.6pp

20.14%-13.5pp

Employer contribution / active EE

$5,591

$2,015+177.5%

$2,850+96.2%

$2,281+145.1%

Participant deferral / active EE

$3,700

$2,587+43.0%

$3,517+5.2%

$3,203+15.5%

Admin fee / account holder

$82

$3,206-97.4%

$4,510-98.2%

$4,296-98.1%

ABIDE, INC. 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABIDE, INC. 401(K) PLAN AND TRUST

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