Retirement plan

PENTAGON 2000 SOFTWARE, INC. 401(K) PLAN

Name: PENTAGON 2000 SOFTWARE, INC. - PENTAGON 2000 SOFTWARE, INC. 401(K) PLAN (2017) Form 5500
Creator: PENTAGON 2000 SOFTWARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PENTAGON 2000 SOFTWARE, INC. 401(K) PLAN, PENTAGON 2000 SOFTWARE, INC.

PENTAGON 2000 SOFTWARE, INC.EIN 13-3858851Plan #001PY 2017

15 W. 34TH STREET, 5TH FLOOR - NEW YORK, NY 10001212-629-7521pentagon2000.comLinkedIn51-200 employeescomputer software

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2M

+38.8% from 2016

Total participants

0.0% from 2016

Average account balance

$92,975

+45.1% from 2016

Annual return

23.70%

+16.47 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.31M

Not enough data

1 years with asset history on file

Average account balance

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

$287K

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.

88.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$371K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+16.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3213

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$94 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.129%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$92,975

$85,766+8.4%

$136,298-31.8%

$70,126+32.6%

Participation rate

75.0%

74.2%+0.8pp

81.9%-6.9pp

69.5%+5.5pp

Annual return

23.70%

31.46%-7.8pp

5156.27%-5132.6pp

73.15%-49.4pp

Employer contribution / active EE

$2,184

$2,966-26.4%

$4,696-53.5%

$2,343-6.8%

Participant deferral / active EE

$5,744

$5,051+13.7%

$6,247-8.1%

$3,332+72.4%

Admin fee / account holder

$120

$5,421-97.8%

$9,244-98.7%

$4,645-97.4%

PENTAGON 2000 SOFTWARE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PENTAGON 2000 SOFTWARE, INC. 401(K) 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