Retirement plan

SCENIC DESIGNS, INC. PROFIT SHARING PLAN

Name: SCENIC DESIGNS, INC. - SCENIC DESIGNS, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: SCENIC DESIGNS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCENIC DESIGNS, INC. PROFIT SHARING PLAN, SCENIC DESIGNS, INC.

SCENIC DESIGNS, INC.EIN 06-1285284Plan #002PY 2018

257 ELY AVENUE - NORWALK, CT 06854203-299-0551scenicdesigns.netLinkedIn1-10 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$356K

+3.6% from 2017

Total participants

0.0% from 2017

Average account balance

$59,254

+3.6% from 2017

Annual return

2.18%

-10.81 pp from 2017

Benchmarks

See 12,593 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,593 peers

Snapshot2018

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

Not enough data

0 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

+4.19%

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 codes2E2G3D

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$19K

$2680 / participant

Other / not subdivided$19K100.0%

% of EOY assets

5.277%

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

$59,254

$95,188-37.8%

$76,518-22.6%

$135,380-56.2%

Participation rate

85.7%

74.4%+11.3pp

68.0%+17.7pp

82.6%+3.1pp

Annual return

2.18%

4.85%-2.7pp

-0.27%+2.4pp

519.81%-517.6pp

Employer contribution / active EE

$3,363

$3,303+1.8%

$2,647+27.0%

$4,779-29.6%

Participant deferral / active EE

$4,640-100.0%

$3,836-100.0%

$5,609-100.0%

Admin fee / account holder

$3,127

$6,249-50.0%

$4,849-35.5%

$10,828-71.1%

SCENIC DESIGNS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCENIC DESIGNS, INC. PROFIT SHARING 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