Retirement plan

APPLIED VALUE LLC 401(K) SAVINGS PLAN

Name: APPLIED VALUE LLC - APPLIED VALUE LLC 401(K) SAVINGS PLAN (2017) Form 5500
Creator: APPLIED VALUE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED VALUE LLC 401(K) SAVINGS PLAN, APPLIED VALUE LLC

APPLIED VALUE LLCEIN 16-1641384Plan #002PY 2017

300 BRICKSTONE SQUARE, SUITE 201 - ANDOVER, MA 01810978-631-4142

Other plans on this EIN

1 filing

#001Retirement-$3.6M assets

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$2.6M

+31.3% from 2016

Total participants

+7.9% from 2016

Average account balance

$95,223

+16.7% from 2016

Annual return

23.53%

+16.59 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

$5.37M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

93.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$389K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+19.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3852

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 codes2F2G2J2T3D

Plan features

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

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

$95,223

$85,766+11.0%

$136,298-30.1%

$70,126+35.8%

Participation rate

53.3%

74.2%-20.8pp

81.9%-28.6pp

69.5%-16.2pp

Annual return

23.53%

31.46%-7.9pp

5156.27%-5132.7pp

73.15%-49.6pp

Employer contribution / active EE

$2,966-100.0%

$4,696-100.0%

$2,343-100.0%

Participant deferral / active EE

$5,086

$5,051+0.7%

$6,247-18.6%

$3,332+52.6%

Admin fee / account holder

$5,421-100.0%

$9,244-100.0%

$4,645-100.0%

APPLIED VALUE LLC 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

APPLIED VALUE LLC 401(K) SAVINGS 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