Retirement plan

ADROIT THINKING, INC. SAFE HARBOR PROFIT SHARING PLAN

Name: ADROIT THINKING, INC. - ADROIT THINKING, INC. SAFE HARBOR PROFIT SHARING PLAN (2015) Form 5500
Creator: ADROIT THINKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADROIT THINKING, INC. SAFE HARBOR PROFIT SHARING PLAN, ADROIT THINKING, INC.

ADROIT THINKING, INC.EIN 20-1658042Plan #002PY 2015

10860 STATE ROUTE 2 - HICKSVILLE, OH 435269366419-542-9363

Other plans on this EIN

1 filing

#001Retirement--

Prospect flagsHigh assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$612,433

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 7,038 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort7,038 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$491K

Not enough data

1 years with asset history on file

Average account balance

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

$70K

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.

53.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

-51.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1878

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 codes2E2J3D

Plan features

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

2 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$612,433

$83,908+629.9%

$68,509+793.9%

$125,389+388.4%

Participation rate

100.0%

78.2%+21.8pp

74.7%+25.3pp

83.2%+16.8pp

Annual return

0.00%

14.48%-14.5pp

8.27%-8.3pp

282.24%-282.2pp

Employer contribution / active EE

$3,031-100.0%

$2,278-100.0%

$4,866-100.0%

Participant deferral / active EE

$24,000

$4,125+481.8%

$3,382+609.6%

$5,352+348.5%

Admin fee / account holder

$8,982-100.0%

$5,275-100.0%

$9,541-100.0%

ADROIT THINKING, INC. SAFE HARBOR PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ADROIT THINKING, INC. SAFE HARBOR PROFIT SHARING 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