Retirement plan

KEN MARTIN AGENCY, INC. 401(K) RETIREMENT PLAN

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

KEN MARTIN AGENCY, INC.EIN 20-1698980Plan #001PY 2018

240 MAIN STREET - EASTCHESTER, NY 10709914-337-0100

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$162K

+38.5% from 2017

Total participants

0.0% from 2017

Average account balance

$81,224

+38.5% from 2017

Annual return

-9.92%

-31.46 pp from 2017

Benchmarks

See 31,466 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,466 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$849K

Not enough data

1 years with asset history on file

Average account balance

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

$424K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+15.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6077

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return 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

$81,224

$160,059-49.3%

$140,019-42.0%

$135,380-40.0%

Participation rate

100.0%

88.5%+11.5pp

87.5%+12.5pp

82.6%+17.4pp

Annual return

-9.92%

911.48%-921.4pp

651.17%-661.1pp

519.81%-529.7pp

Employer contribution / active EE

$19,411

$6,420+202.4%

$5,605+246.3%

$4,779+306.2%

Participant deferral / active EE

$9,000

$7,641+17.8%

$6,927+29.9%

$5,609+60.5%

Admin fee / account holder

$13,328-100.0%

$10,705-100.0%

$10,828-100.0%

KEN MARTIN AGENCY, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEN MARTIN AGENCY, INC. 401(K) RETIREMENT 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