Retirement plan

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

Name: ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE - WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY (2016) Form 5500
Creator: ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY, ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEE

ALLAN P SHENOY TRUSTEE FIDELITY MANAGEMENT TRUST CO-TRUSTEEEIN 06-1587683Plan #001PY 2016

12 LEES LANE - WESTPORT, CT 068802018203-336-0166

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.4M

+7.2% from 2015

Total participants

0.0% from 2015

Average account balance

No prior year

Annual return

4.49%

+1.57 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$3.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$66K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$66K

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

+5.51%

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 codes2C2E2G2J

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$93,064-100.0%

$74,577-100.0%

$273,972-100.0%

Participation rate

0.0%

74.9%-74.9pp

68.1%-68.1pp

83.0%-83.0pp

Annual return

4.49%

26.18%-21.7pp

20.47%-16.0pp

41.46%-37.0pp

Employer contribution / active EE

$34,464

$3,160+990.7%

$2,525+1264.8%

$4,869+607.9%

Participant deferral / active EE

$4,160-100.0%

$3,458-100.0%

$5,287-100.0%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WEBARCIT LLC-SEP IRA FOR THE BENEFIT OF ALLAN P SHENOY

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