Retirement plan

ALIASWIRE, INC. 401(K) PLAN

Name: ALIASWIRE, INC. - ALIASWIRE, INC. 401(K) PLAN (2015) Form 5500
Creator: ALIASWIRE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALIASWIRE, INC. 401(K) PLAN, ALIASWIRE, INC.

ALIASWIRE, INC.EIN 04-3548508Plan #001PY 2015

152 MIDDLESEX TURNPIKE - BURLINGTON, MA 01803617-393-5300aliaswire.comLinkedIn51-200 employeesfinancial services

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$400K

No prior year

Total participants

No prior year

Average account balance

$49,993

No prior year

Annual return

1.36%

No prior year

Benchmarks

See 6,945 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort6,945 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.23M

Not enough data

1 years with asset history on file

Average account balance

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

$98K

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.

110.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$423K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+20.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10771

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 codes2F2G2J2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$910

$61 / participant

Other / not subdivided$910100.0%

% of EOY assets

0.228%

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

$49,993

$86,701-42.3%

$73,309-31.8%

$125,389-60.1%

Participation rate

46.7%

78.6%-31.9pp

74.9%-28.2pp

83.2%-36.5pp

Annual return

1.36%

2.78%-1.4pp

5.67%-4.3pp

282.24%-280.9pp

Employer contribution / active EE

$4,152-100.0%

$3,237-100.0%

$4,866-100.0%

Participant deferral / active EE

$6,449

$5,549+16.2%

$4,991+29.2%

$5,352+20.5%

Admin fee / account holder

$114

$7,768-98.5%

$5,635-98.0%

$9,541-98.8%

ALIASWIRE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALIASWIRE, 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