Retirement plan

PLANTASIA INTERIORS INC 401(K) PROFIT SHARING PLAN & TRUST

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

PLANTASIA INTERIORS INCEIN 04-3407255Plan #001PY 2016

102 POND STREET, BUILDING E - SEEKONK, MA 02771508-399-7800plantasiadesign.comLinkedIn11-50 employeesdesign

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$489K

+13.2% from 2015

Total participants

+25.0% from 2015

Average account balance

$44,451

+2.9% from 2015

Annual return

6.49%

+6.94 pp from 2015

Benchmarks

See 4,837 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,837 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.49M

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+7.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$578

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 codes2E2G2J3D2F

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$285

$29 / participant

Other / not subdivided$285100.0%

% of EOY assets

0.058%

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

$44,451

$136,307-67.4%

$106,619-58.3%

$273,972-83.8%

Participation rate

60.0%

84.8%-24.8pp

78.0%-18.0pp

83.0%-23.0pp

Annual return

6.49%

11.05%-4.6pp

9.42%-2.9pp

41.46%-35.0pp

Employer contribution / active EE

$1,117

$5,190-78.5%

$3,947-71.7%

$4,869-77.0%

Participant deferral / active EE

$1,767

$4,969-64.4%

$3,930-55.0%

$5,287-66.6%

Admin fee / account holder

$26

$8,625-99.7%

$6,418-99.6%

$10,133-99.7%

PLANTASIA INTERIORS INC 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLANTASIA INTERIORS INC 401(K) PROFIT SHARING PLAN & 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