Retirement plan

INVEX INVESTIGATION AGENCY, INC. 401K SAVINGS PLAN

Name: INVEX INVESTIGATION AGENCY, INC. - INVEX INVESTIGATION AGENCY, INC. 401K SAVINGS PLAN (2019) Form 5500
Creator: INVEX INVESTIGATION AGENCY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INVEX INVESTIGATION AGENCY, INC. 401K SAVINGS PLAN, INVEX INVESTIGATION AGENCY, INC.

INVEX INVESTIGATION AGENCY, INC.EIN 16-1543343Plan #001PY 2019

95 ALLENS CREEK RD BLDG. 2 SUITE 8 - ROCHESTER, NY 14618585-461-3210invexpi.comLinkedIn1-10 employees

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$91K

+217.6% from 2018

Total participants

-11.1% from 2018

Average account balance

$18,206

+217.6% from 2018

Annual return

22.51%

+22.51 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

$247K

Not enough data

1 years with asset history on file

Average account balance

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

$41K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$10K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$548

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$209

$26 / participant

Other / not subdivided$209100.0%

% of EOY assets

0.230%

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

$18,206

$104,924-82.6%

$84,623-78.5%

$152,885-88.1%

Participation rate

62.5%

74.8%-12.3pp

68.2%-5.7pp

82.5%-20.0pp

Annual return

22.51%

373.82%-351.3pp

258.77%-236.3pp

345.39%-322.9pp

Employer contribution / active EE

$1,823

$3,302-44.8%

$2,652-31.3%

$4,763-61.7%

Participant deferral / active EE

$5,165

$4,689+10.2%

$3,899+32.5%

$5,851-11.7%

Admin fee / account holder

$42

$6,242-99.3%

$4,913-99.1%

$11,598-99.6%

INVEX INVESTIGATION AGENCY, INC. 401K SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INVEX INVESTIGATION AGENCY, INC. 401K SAVINGS 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