Retirement plan

SHARETHIS, INC. 401(K) PLAN

Name: SHARETHIS, INC. - SHARETHIS, INC. 401(K) PLAN (2018) Form 5500
Creator: SHARETHIS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHARETHIS, INC. 401(K) PLAN, SHARETHIS, INC.

SHARETHIS, INC.EIN 20-1536623Plan #001PY 2018

3000 EL CAMINO REAL, 5 PALO ALTO SQUARE, SUITE 150 - PALO ALTO, CA 94306650-641-0191

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$2.5M

-14.3% from 2017

Total participants

-8.8% from 2017

Average account balance

$30,091

-16.4% from 2017

Annual return

-6.27%

-22.35 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.41M

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

125.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+20.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5227

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

Top 1 by compensation

Provider	Service type	Compensation
AMERICAN FUNDS1 year Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 27 · EIN 47-5067434	Advisory (Plan)	$11,695

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$17K

$311 / participant

Investment mgmt$12K69.6%
Contract admin$5K30.4%

% of EOY assets

0.673%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: AUDIT AND TAX SOLUTIONS, CPAS, INC.
Auditor EIN: 943211753
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,091

$77,817-61.3%

$123,553-75.6%

$64,173-53.1%

Participation rate

81.5%

74.7%+6.8pp

82.3%-0.8pp

69.6%+11.9pp

Annual return

-6.27%

12.49%-18.8pp

119.21%-125.5pp

7.63%-13.9pp

Employer contribution / active EE

$61

$3,014-98.0%

$4,628-98.7%

$2,381-97.4%

Participant deferral / active EE

$10,213

$5,240+94.9%

$6,426+58.9%

$3,470+194.3%

Admin fee / account holder

$203

$5,519-96.3%

$9,284-97.8%

$4,887-95.9%

Provider

Service type

Compensation

AMERICAN FUNDS1 year

Filed as: BAYBRIDGE CAPITAL GROUP LLC

Service code 27 · EIN 47-5067434

Advisory (Plan)

$11,695

SHARETHIS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHARETHIS, INC. 401(K) 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