Retirement plan

NOISE INDUSTRIES LLC 401(K) PROFIT SHARING AND TRUST

Name: NOISE INDUSTRIES LLC - NOISE INDUSTRIES LLC 401(K) PROFIT SHARING AND TRUST (2017) Form 5500
Creator: NOISE INDUSTRIES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NOISE INDUSTRIES LLC 401(K) PROFIT SHARING AND TRUST, NOISE INDUSTRIES LLC

NOISE INDUSTRIES LLCEIN 20-2044724Plan #001PY 2017

46 WALTHAM ST, STE 210 - BOSTON, MA 02118

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$627K

+36.6% from 2016

Total participants

0.0% from 2016

Average account balance

$208,907

+36.6% from 2016

Annual return

21.78%

+8.01 pp from 2016

Benchmarks

See 8,045 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,045 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$521K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$33K

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

+12.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2156

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$3K

$1649 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.526%

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

$208,907

$105,856+97.3%

$90,161+131.7%

$147,586+41.5%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

21.78%

37.63%-15.8pp

34.89%-13.1pp

578.59%-556.8pp

Employer contribution / active EE

$16,050

$4,126+289.0%

$3,318+383.7%

$4,876+229.1%

Participant deferral / active EE

$18,000

$5,733+214.0%

$5,287+240.4%

$5,439+231.0%

Admin fee / account holder

$1,099

$8,046-86.3%

$5,943-81.5%

$10,886-89.9%

NOISE INDUSTRIES LLC 401(K) PROFIT SHARING AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NOISE INDUSTRIES LLC 401(K) PROFIT SHARING AND 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