Retirement plan

SURVEYGIZMO 401(K) PLAN

Name: SURVEYGIZMO LLC - SURVEYGIZMO 401(K) PLAN (2018) Form 5500
Creator: SURVEYGIZMO LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SURVEYGIZMO 401(K) PLAN, SURVEYGIZMO LLC

SURVEYGIZMO LLCEIN 20-5463887Plan #001PY 2018

4888 PEARL EAST CIRCLE, SUITE 100 WEST - BOULDER, CO 80301720-496-2990alchemer.comLinkedIn201-500 employeescomputer software

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$2.8M

+21.7% from 2017

Total participants

151

-0.7% from 2017

Average account balance

$23,333

+16.7% from 2017

Annual return

-7.27%

-32.10 pp from 2017

Benchmarks

See 865 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort865 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.05M

Not enough data

1 years with asset history on file

Average account balance

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

$58K

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.

293

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.

80.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.20M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+22.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
EDWARD JONES1 year Service code 17 12555 MANCHESTER RD · ST LOUIS, MO 63131	Pension Consulting	$8,892
DIGITAL RETIREMENT SOLUTIONS, INC.1 year Service code 12 · EIN 84-1477138	Participant communication; Claims pro...	$1,025
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT Service code 12 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071	Trustee (individual); Participant com...	$580

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$9K

$83 / participant

Investment mgmt$9K100.0%

% of EOY assets

0.312%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: PLANTE & MORAN, PLLC
Auditor EIN: 381357951
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,333

$61,214-61.9%

$83,327-72.0%

$56,289-58.5%

Participation rate

72.9%

72.6%+0.3pp

77.8%-4.9pp

69.9%+3.0pp

Annual return

-7.27%

0.42%-7.7pp

10.64%-17.9pp

-9.96%+2.7pp

Employer contribution / active EE

$4,190

$1,925+117.6%

$3,379+24.0%

$2,111+98.5%

Participant deferral / active EE

$5,518

$5,091+8.4%

$5,565-0.8%

$3,350+64.7%

Admin fee / account holder

$73

$512-85.8%

$7,540-99.0%

$521-86.0%

Provider

Service type

Compensation

EDWARD JONES1 year

Service code 17

12555 MANCHESTER RD · ST LOUIS, MO 63131

Pension Consulting

$8,892

DIGITAL RETIREMENT SOLUTIONS, INC.1 year

Service code 12 · EIN 84-1477138

Participant communication; Claims pro...

$1,025

AMERICAN FUNDS1 year

Filed as: CAPITAL RESEARCH AND MANAGEMENT

Service code 12

333 SOUTH HOPE STREET · LOS ANGELES, CA 90071

Trustee (individual); Participant com...

$580

SURVEYGIZMO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SURVEYGIZMO 401(K) PLAN

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