Retirement plan

STOCKDALE STREET (USA), INC.401(K) PROFIT SHARING PLAN

Name: STOCKDALE STREET USA, INC. - STOCKDALE STREET (USA), INC.401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: STOCKDALE STREET USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STOCKDALE STREET (USA), INC.401(K) PROFIT SHARING PLAN, STOCKDALE STREET USA, INC.

STOCKDALE STREET USA, INC.EIN 20-3472151Plan #001PY 2019

33 RIVERSIDE AVENUE - WESTPORT, CT 06880203-222-2060LinkedIn1-10 employeesinvestment banking

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$885K

+31.4% from 2018

Total participants

0.0% from 2018

Average account balance

$294,983

+31.4% from 2018

Annual return

30.31%

+39.12 pp from 2018

Benchmarks

See 31,989 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort31,989 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.84M

Not enough data

1 years with asset history on file

Average account balance

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

$614K

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.

300.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+29.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J3D

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.
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

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

$294,983

$184,000+60.3%

$162,185+81.9%

$152,909+92.9%

Participation rate

100.0%

88.5%+11.5pp

87.6%+12.4pp

82.5%+17.5pp

Annual return

30.31%

150.80%-120.5pp

115.61%-85.3pp

345.46%-315.2pp

Employer contribution / active EE

$7,675

$6,370+20.5%

$5,613+36.7%

$4,764+61.1%

Participant deferral / active EE

$8,033-100.0%

$7,297-100.0%

$5,851-100.0%

Admin fee / account holder

$13,124-100.0%

$10,844-100.0%

$11,601-100.0%

STOCKDALE STREET (USA), INC.401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STOCKDALE STREET (USA), INC.401(K) 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