Retirement plan

GENERAL POLYMER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: GENERAL POLYMER, INC. - GENERAL POLYMER, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: GENERAL POLYMER, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GENERAL POLYMER, INC. 401(K) PROFIT SHARING PLAN AND TRUST, GENERAL POLYMER, INC.

GENERAL POLYMER, INC.EIN 05-0315857Plan #001PY 2017

59 FOUNDRY STREET - CENTRAL FALLS, RI 02863401-723-6660genpoly.netLinkedIn1-10 employeeschemicals

Other plans on this EIN

1 filing

#002Retirement-$276K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$810K

+11.5% from 2016

Total participants

+22.2% from 2016

Average account balance

$73,655

-8.8% from 2016

Annual return

-2.17%

-15.58 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

$35K

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

+8.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$73,655

$104,251-29.3%

$91,004-19.1%

$147,586-50.1%

Participation rate

100.0%

78.2%+21.8pp

75.6%+24.4pp

82.8%+17.2pp

Annual return

-2.17%

27.06%-29.2pp

4.60%-6.8pp

578.59%-580.8pp

Employer contribution / active EE

$4,339

$3,116+39.3%

$2,456+76.7%

$4,876-11.0%

Participant deferral / active EE

$9,875

$4,195+135.4%

$3,548+178.4%

$5,439+81.6%

Admin fee / account holder

$8,948-100.0%

$5,417-100.0%

$10,886-100.0%

GENERAL POLYMER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GENERAL POLYMER, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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