Retirement plan

UNITOURS, INC. 401(K) PROFIT SHARING PLAN

Name: UNITOURS, INC. - UNITOURS, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: UNITOURS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNITOURS, INC. 401(K) PROFIT SHARING PLAN, UNITOURS, INC.

UNITOURS, INC.EIN 13-1910893Plan #001PY 2019

10 MIDLAND AVE., SUITE 202 - PORT CHESTER, NY 10573800-777-7432unitours.orgLinkedIn51-200 employeessecurity and investigations

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$795K

+26.3% from 2018

Total participants

-12.5% from 2018

Average account balance

$158,964

+26.3% from 2018

Annual return

21.11%

+27.65 pp from 2018

Benchmarks

See 13,240 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort13,240 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.25M

Not enough data

1 years with asset history on file

Average account balance

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

$250K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$51K

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

+11.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$73839

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 codes2E2F2G2J3D

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.
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.

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

$158,964

$104,924+51.5%

$84,623+87.9%

$152,885+4.0%

Participation rate

66.7%

74.8%-8.2pp

68.2%-1.6pp

82.5%-15.8pp

Annual return

21.11%

373.82%-352.7pp

258.77%-237.7pp

345.39%-324.3pp

Employer contribution / active EE

$3,302-100.0%

$2,652-100.0%

$4,763-100.0%

Participant deferral / active EE

$5,450

$4,689+16.2%

$3,899+39.8%

$5,851-6.9%

Admin fee / account holder

$6,242-100.0%

$4,913-100.0%

$11,598-100.0%

UNITOURS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

UNITOURS, INC. 401(K) PROFIT SHARING PLAN

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