Retirement plan

SSN MANAGEMENT 401(K) PROFIT SHARING PENSION PLAN

Name: SSN HOTEL MANAGEMENT LLC - SSN MANAGEMENT 401(K) PROFIT SHARING PENSION PLAN (2016) Form 5500
Creator: SSN HOTEL MANAGEMENT LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SSN MANAGEMENT 401(K) PROFIT SHARING PENSION PLAN, SSN HOTEL MANAGEMENT LLC

SSN HOTEL MANAGEMENT LLCEIN 20-1318477Plan #002PY 2016

5159 W WOODMILL DRIVE, SUITE 15 - WILMINGTON, DE 19808302-738-3198

Other plans on this EIN

1 filing

#001Retirement-$910K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$107K

No prior year

Total participants

No prior year

Average account balance

$15,301

No prior year

Annual return

0.17%

No prior year

Benchmarks

See 6,180 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,180 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$614K

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

73.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$913

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 codes2D2E2J3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$414 / participant

Other / not subdivided$3K100.0%

% of EOY assets

2.704%

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

$15,301

$103,957-85.3%

$69,182-77.9%

$273,965-94.4%

Participation rate

100.0%

67.4%+32.6pp

55.1%+44.9pp

83.0%+17.0pp

Annual return

0.17%

35.28%-35.1pp

-21.94%+22.1pp

41.45%-41.3pp

Employer contribution / active EE

$5,007

$1,781+181.1%

$1,205+315.5%

$4,869+2.8%

Participant deferral / active EE

$557

$2,716-79.5%

$1,896-70.6%

$5,287-89.5%

Admin fee / account holder

$414

$3,671-88.7%

$2,697-84.7%

$10,132-95.9%

SSN MANAGEMENT 401(K) PROFIT SHARING PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SSN MANAGEMENT 401(K) PROFIT SHARING PENSION 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