Retirement plan

UPRAISE MARKETING AND PUBLIC R 401 K PROFIT SHARING PLAN TRUST

Name: UPRAISE MARKETING AND PUBLIC R - UPRAISE MARKETING AND PUBLIC R 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: UPRAISE MARKETING AND PUBLIC R
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UPRAISE MARKETING AND PUBLIC R 401 K PROFIT SHARING PLAN TRUST, UPRAISE MARKETING AND PUBLIC R

UPRAISE MARKETING AND PUBLIC REIN 20-0251427Plan #001PY 2016

111 MAIDEN LANE SUITE 540 - SAN FRANCISCO, CA 94108415-397-7600

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$634K

+23.1% from 2015

Total participants

+23.1% from 2015

Average account balance

$48,733

-5.3% from 2015

Annual return

11.92%

+16.86 pp from 2015

Benchmarks

See 113,091 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,091 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.48M

Not enough data

1 years with asset history on file

Average account balance

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

$135K

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

$71K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$698

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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 codes2E2F2G2J2T3D

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.
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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$475

$53 / participant

Other / not subdivided$475100.0%

% of EOY assets

0.075%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$48,733

$135,952-64.2%

$123,892-60.7%

$273,961-82.2%

Participation rate

66.7%

84.1%-17.4pp

81.4%-14.7pp

83.0%-16.3pp

Annual return

11.92%

56.63%-44.7pp

47.52%-35.6pp

41.45%-29.5pp

Employer contribution / active EE

$1,751

$5,170-66.1%

$4,617-62.1%

$4,869-64.0%

Participant deferral / active EE

$4,682

$6,343-26.2%

$5,984-21.8%

$5,287-11.4%

Admin fee / account holder

$37

$9,817-99.6%

$8,357-99.6%

$10,132-99.6%

UPRAISE MARKETING AND PUBLIC R 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UPRAISE MARKETING AND PUBLIC R 401 K PROFIT SHARING PLAN TRUST

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