Retirement plan

INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN

Name: INLINE PLASTICS CORP. - INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN (2016) Form 5500
Creator: INLINE PLASTICS CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN, INLINE PLASTICS CORP.

INLINE PLASTICS CORP.EIN 06-0846466Plan #001PY 2016

42 CANAL STREET - SHELTON, CT 06484203-924-5933inlineplastics.comLinkedIn201-500 employeespackaging and containers

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$19.8M

+10.7% from 2015

Total participants

697

+3.4% from 2015

Average account balance

$52,734

-0.2% from 2015

Annual return

9.18%

+9.24 pp from 2015

Benchmarks

See 1,139 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort1,139 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$39.57M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

475

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.

46.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.07M

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

+15.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$283

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
AT RETIREMENT SERVICES, LLC2+ years Filed as: H&H RETIREMENT SERVICES Service code 15 · EIN 20-0346540	Recordkeeping	$20,873
CHARLES SCHWAB & CO., INC.2+ years Service code 21 · EIN 94-1737782	Bank Trustee	$0
CHARLES SCHWAB & CO., INC.2+ years Filed as: CHARLES SCHWAB BANK Service code 21 · EIN 42-1558009	Bank Trustee	$0

Plan features & details

Pension benefit codes2E2F2G2J2M3D

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.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
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

$31K

$52 / participant

Investment mgmt$10K33.2%
Other / not subdivided$21K66.8%

% of EOY assets

0.156%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BLUM SHAPIRO
Auditor EIN: 061009205
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,734

$74,024-28.8%

$78,002-32.4%

$57,658-8.5%

Participation rate

46.1%

79.7%-33.7pp

75.5%-29.5pp

70.2%-24.2pp

Annual return

9.18%

12.14%-3.0pp

425.99%-416.8pp

5.13%+4.0pp

Employer contribution / active EE

$1,044

$2,365-55.9%

$2,470-57.7%

$1,974-47.1%

Participant deferral / active EE

$1,833

$3,533-48.1%

$3,497-47.6%

$3,061-40.1%

Admin fee / account holder

$82

$93-11.9%

$5,481-98.5%

$95-13.1%

Provider

Service type

Compensation

AT RETIREMENT SERVICES, LLC2+ years

Filed as: H&H RETIREMENT SERVICES

Service code 15 · EIN 20-0346540

Recordkeeping

$20,873

CHARLES SCHWAB & CO., INC.2+ years

Service code 21 · EIN 94-1737782

Bank Trustee

CHARLES SCHWAB & CO., INC.2+ years

Filed as: CHARLES SCHWAB BANK

Service code 21 · EIN 42-1558009

Bank Trustee

INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INLINE PLASTICS CORP. SAVINGS PLUS RETIREMENT 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