Retirement plan

SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN

Name: SWIMWEAR ANYWHERE, INC. - SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SWIMWEAR ANYWHERE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN, SWIMWEAR ANYWHERE, INC.

SWIMWEAR ANYWHERE, INC.EIN 11-3443772Plan #002PY 2016

85 SHERWOOD AVENUE - FARMINGDALE, NY 117351717631-420-1400swimwearanywhere.comLinkedIn201-500 employeesapparel & fashion

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$7.3M

+16.2% from 2015

Total participants

146

+6.6% from 2015

Average account balance

$57,381

+5.3% from 2015

Annual return

7.14%

+5.66 pp from 2015

Benchmarks

See 933 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort933 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.44M

Not enough data

1 years with asset history on file

Average account balance

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

$101K

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.

133

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.

79.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$857K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$643

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 1 by compensation

Provider	Service type	Compensation
METLIFE LIFE INSURANCE COMPANY2+ years Filed as: METLIFE INSURANCE COMPANY Service code 58 · EIN 06-0566090	Product termination fees (surrender c...	$0

Plan features & details

Pension benefit codes2E2J2H3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$3K

$23 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.041%

all-in expense ratio

Categories reported

0 / 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: NUSSBAUM YATES BERG KLEIN&WOLPOWLLP
Auditor EIN: 260221653
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$57,381

$46,072+24.5%

$69,779-17.8%

$55,167+4.0%

Participation rate

86.6%

67.5%+19.1pp

71.8%+14.7pp

69.0%+17.6pp

Annual return

7.14%

8.68%-1.5pp

12.99%-5.8pp

169.23%-162.1pp

Employer contribution / active EE

$1,251

$1,500-16.6%

$2,338-46.5%

$1,963-36.3%

Participant deferral / active EE

$4,625

$2,344+97.4%

$2,931+57.8%

$3,054+51.4%

Admin fee / account holder

$24

$428-94.4%

$4,381-99.5%

$504-95.3%

Provider

Service type

Compensation

METLIFE LIFE INSURANCE COMPANY2+ years

Filed as: METLIFE INSURANCE COMPANY

Service code 58 · EIN 06-0566090

Product termination fees (surrender c...

SWIMWEAR ANYWHERE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWIMWEAR ANYWHERE, INC. 401(K) 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