Retirement plan

SOCIETY OF MOTION PICTURE AND TELEVISION ENGINEERS, INC. DEFINED CONTRIBUTION RET PLAN

Name: SOCIETY OF MOTION PICTURE & TV ENGINEERS, INC. - SOCIETY OF MOTION PICTURE AND TELEVISION ENGINEERS, INC. DEFINED CONTRIBUTION RET PLAN (2016) Form 5500
Creator: SOCIETY OF MOTION PICTURE & TV ENGINEERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOCIETY OF MOTION PICTURE AND TELEVISION ENGINEERS, INC. DEFINED CONTRIBUTION RET PLAN, SOCIETY OF MOTION PICTURE & TV ENGINEERS, INC.

SOCIETY OF MOTION PICTURE & TV ENGINEERS, INC.EIN 13-1624188Plan #002PY 2016

3 BARKER AVENUE - WHITE PLAINS, NY 106011509914-761-1100LinkedIn11-50 employeesmotion pictures and film

Prospect flagsLow participant contributionLow fidelity bond

How to read this page

Total assets (EOY)

$683K

+22.4% from 2015

Total participants

+33.3% from 2015

Average account balance

$42,661

-8.2% from 2015

Annual return

5.53%

+6.39 pp from 2015

Benchmarks

See 7,789 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,789 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$515K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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

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

+7.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14264

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2T3D3H

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
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

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
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

$4K

$263 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.616%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$42,661

$96,557-55.8%

$80,975-47.3%

$273,961-84.4%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

5.53%

15.14%-9.6pp

17.10%-11.6pp

41.45%-35.9pp

Employer contribution / active EE

$5,878

$4,868+20.8%

$3,714+58.3%

$4,869+20.7%

Participant deferral / active EE

$6,598-100.0%

$5,696-100.0%

$5,287-100.0%

Admin fee / account holder

$263

$7,492-96.5%

$5,516-95.2%

$10,132-97.4%

SOCIETY OF MOTION PICTURE AND TELEVISION ENGINEERS, INC. DEFINED CONTRIBUTION RET PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOCIETY OF MOTION PICTURE AND TELEVISION ENGINEERS, INC. DEFINED CONTRIBUTION RET 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