Retirement plan

ALEXANT SYSTEMS CORPORATION 401 K PROFIT SHARING PLAN TRUST

Name: ALEXANT SYSTEMS CORPORATION - ALEXANT SYSTEMS CORPORATION 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: ALEXANT SYSTEMS CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALEXANT SYSTEMS CORPORATION 401 K PROFIT SHARING PLAN TRUST, ALEXANT SYSTEMS CORPORATION

ALEXANT SYSTEMS CORPORATIONEIN 20-3458341Plan #001PY 2016

5568 GENERAL WASHINGTON DR STE - ALEXANDRIA, VA 223122465703-658-0011

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$311K

No prior year

Total participants

No prior year

Average account balance

$51,851

No prior year

Annual return

6.25%

No prior year

Benchmarks

See 113,091 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,091 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$612K

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$32K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14457

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,851

$135,952-61.9%

$123,892-58.1%

$273,961-81.1%

Participation rate

71.4%

84.1%-12.6pp

81.4%-10.0pp

83.0%-11.6pp

Annual return

6.25%

56.63%-50.4pp

47.52%-41.3pp

41.45%-35.2pp

Employer contribution / active EE

$5,170-100.0%

$4,617-100.0%

$4,869-100.0%

Participant deferral / active EE

$3,896

$6,343-38.6%

$5,984-34.9%

$5,287-26.3%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,132-100.0%

ALEXANT SYSTEMS CORPORATION 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALEXANT SYSTEMS CORPORATION 401 K PROFIT SHARING PLAN TRUST

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