Retirement plan

INVEX INVESTIGATION AGENCY, INC. 401K SAVINGS PLAN

Name: INVEX INVESTIGATION AGENCY, INC. - INVEX INVESTIGATION AGENCY, INC. 401K SAVINGS PLAN (2020) 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 2020

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)

$129K

+41.8% from 2019

Total participants

+12.5% from 2019

Average account balance

$21,517

+18.2% from 2019

Annual return

10.46%

-12.06 pp from 2019

Benchmarks

See 14,134 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort14,134 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$248K

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)

$279

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

$423

$60 / participant

Other / not subdivided$423100.0%

% of EOY assets

0.328%

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

$21,517

$109,372-80.3%

$89,414-75.9%

$158,966-86.5%

Participation rate

57.1%

74.3%-17.1pp

68.0%-10.8pp

82.0%-24.8pp

Annual return

10.46%

345.55%-335.1pp

245.50%-235.0pp

302.95%-292.5pp

Employer contribution / active EE

$1,018

$3,171-67.9%

$2,586-60.7%

$4,762-78.6%

Participant deferral / active EE

$3,061

$4,598-33.4%

$3,890-21.3%

$5,983-48.8%

Admin fee / account holder

$71

$6,156-98.9%

$4,883-98.6%

$11,250-99.4%

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