Retirement plan

KRISTT KELLY OFFICE SYSTEMS CORP. 401(K) PLAN

Name: KRISTT KELLY OFFICE SYSTEMS CORP. DBA KRISTT CO. - KRISTT KELLY OFFICE SYSTEMS CORP. 401(K) PLAN (2016) Form 5500
Creator: KRISTT KELLY OFFICE SYSTEMS CORP. DBA KRISTT CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KRISTT KELLY OFFICE SYSTEMS CORP. 401(K) PLAN, KRISTT KELLY OFFICE SYSTEMS CORP. DBA KRISTT CO.

KRISTT KELLY OFFICE SYSTEMS CORP. DBA KRISTT CO.EIN 22-3845061Plan #001PY 2016

369 BROADWAY, P.O. BOX 548 - MONTICELLO, NY 12701845-794-6639LinkedIn11-50 employeespaper & forest products

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$328K

No prior year

Total participants

No prior year

Average account balance

$20,495

No prior year

Annual return

4.92%

No prior year

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.68%

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 codes2E2G2J3D3H

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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$435

$24 / participant

Other / not subdivided$435100.0%

% of EOY assets

0.133%

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,495

$105,623-80.6%

$87,502-76.6%

$273,972-92.5%

Participation rate

66.7%

78.2%-11.5pp

73.8%-7.2pp

83.0%-16.3pp

Annual return

4.92%

12.26%-7.3pp

12.21%-7.3pp

41.46%-36.5pp

Employer contribution / active EE

$3,141-100.0%

$2,550-100.0%

$4,869-100.0%

Participant deferral / active EE

$751

$3,601-79.1%

$3,149-76.1%

$5,287-85.8%

Admin fee / account holder

$27

$4,781-99.4%

$4,221-99.4%

$10,133-99.7%

KRISTT KELLY OFFICE SYSTEMS CORP. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KRISTT KELLY OFFICE SYSTEMS CORP. 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