Retirement plan

LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: LIQUID ROBOTICS, INC. - LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: LIQUID ROBOTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS PLAN, LIQUID ROBOTICS, INC.

LIQUID ROBOTICS, INC.EIN 20-8190286Plan #001PY 2017

1329 MOFFETT PARK DRIVE - SUNNYVALE, CA 94089408-636-4287liquid-robotics.comLinkedIn51-200 employeeslogistics and supply chain

Prospect flagsRecently reached 100 employees

How to read this page

Total assets (EOY)

$6.8M

+92.4% from 2016

Total participants

141

+11.9% from 2016

Average account balance

$52,984

+27.8% from 2016

Annual return

35.14%

+25.04 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.24M

Not enough data

1 years with asset history on file

Average account balance

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

$159K

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.

115

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.

87.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.42M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+22.01%

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

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
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$56
FIDELITY INVESTMENTS INSTITUTIONAL2 years Filed as: FIDLEITY INVESTMENTS INSTITUTIONAL Service code 60	Sub-TA Fees	$0
MORGAN STANLEY SMITH BARNEY3+ years Service code 55 · EIN 26-4310632 HARBORSIDE FINANCIAL CENTER · JERSEY CITY, NJ 07311	Other Commissions	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

InformationalRecently reached 100 employees
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.

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: MOSS ADAMS, LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$52,984

$80,753-34.4%

$136,298-61.1%

$62,293-14.9%

Participation rate

89.0%

73.5%+15.4pp

81.9%+7.1pp

69.5%+19.5pp

Annual return

35.14%

35.83%-0.7pp

5156.27%-5121.1pp

28.90%+6.2pp

Employer contribution / active EE

$6,160

$2,884+113.6%

$4,696+31.2%

$2,042+201.6%

Participant deferral / active EE

$12,015

$5,164+132.7%

$6,247+92.3%

$3,169+279.1%

Admin fee / account holder

$525-100.0%

$9,244-100.0%

$479-100.0%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$56

FIDELITY INVESTMENTS INSTITUTIONAL2 years

Filed as: FIDLEITY INVESTMENTS INSTITUTIONAL

Service code 60

Sub-TA Fees

MORGAN STANLEY SMITH BARNEY3+ years

Service code 55 · EIN 26-4310632

HARBORSIDE FINANCIAL CENTER · JERSEY CITY, NJ 07311

Other Commissions

LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

LIQUID ROBOTICS, INC. 401(K) RETIREMENT SAVINGS 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