Retirement plan

M.X. DATA INC. 401(K) PROFIT SHARING PLAN

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

M.X. DATA INC.EIN 13-3450456Plan #003PY 2016

118 E 28TH STREET, SUITE 608 - NEW YORK, NY 10016212-725-1200

Other plans on this EIN

1 filing

#002Retirement--

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.4M

+566.1% from 2015

Total participants

+13.3% from 2015

Average account balance

$87,009

+524.5% from 2015

Annual return

559.96%

+560.54 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

$1.72M

Not enough data

1 years with asset history on file

Average account balance

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

$156K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.24%

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 codes2E2G2J3D

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

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

$87,009

$93,064-6.5%

$74,577+16.7%

$273,972-68.2%

Participation rate

85.7%

74.9%+10.8pp

68.1%+17.6pp

83.0%+2.7pp

Annual return

559.96%

26.18%+533.8pp

20.47%+539.5pp

41.46%+518.5pp

Employer contribution / active EE

$1,770

$3,160-44.0%

$2,525-29.9%

$4,869-63.6%

Participant deferral / active EE

$77

$4,160-98.1%

$3,458-97.8%

$5,287-98.5%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

M.X. DATA INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

M.X. DATA 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