Retirement plan

IN-STORE EXPERIENCE, INC. 401(K) RETIREMENT PLAN

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

IN-STORE EXPERIENCE, INC.EIN 20-5916331Plan #001PY 2018

37 FRANKLIN STREET - WESTPORT, CT 06880203-221-4777instoreexperience.comLinkedIn11-50 employeesdesign

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$664K

+14.4% from 2017

Total participants

+12.5% from 2017

Average account balance

$73,801

+1.7% from 2017

Annual return

-8.28%

-28.29 pp from 2017

Benchmarks

See 116,771 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,771 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.02M

Not enough data

1 years with asset history on file

Average account balance

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

$201K

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.

107.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$183K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+21.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4054

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.

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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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$979

$109 / participant

Other / not subdivided$979100.0%

% of EOY assets

0.147%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$73,801

$138,065-46.5%

$123,544-40.3%

$135,375-45.5%

Participation rate

100.0%

84.7%+15.3pp

82.3%+17.7pp

82.6%+17.4pp

Annual return

-8.28%

153.68%-162.0pp

119.20%-127.5pp

519.73%-528.0pp

Employer contribution / active EE

$7,948

$5,151+54.3%

$4,628+71.7%

$4,779+66.3%

Participant deferral / active EE

$6,796

$6,7990%

$6,426+5.8%

$5,609+21.2%

Admin fee / account holder

$109

$10,916-99.0%

$9,284-98.8%

$10,827-99.0%

IN-STORE EXPERIENCE, INC. 401(K) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IN-STORE EXPERIENCE, INC. 401(K) RETIREMENT 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