Retirement plan

US ARMA PARTNERS 401(K) PLAN

Name: US ARMA PARTNERS LP - US ARMA PARTNERS 401(K) PLAN (2017) Form 5500
Creator: US ARMA PARTNERS LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, US ARMA PARTNERS 401(K) PLAN, US ARMA PARTNERS LP

US ARMA PARTNERS LPEIN 22-3935243Plan #001PY 2017

2225 EAST BAYSHORE RD SUITE 200 - PALO ALTO, CA 94303650-328-8207

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$231K

+32.2% from 2016

Total participants

-11.1% from 2016

Average account balance

$38,441

+32.2% from 2016

Annual return

19.23%

+9.58 pp from 2016

Benchmarks

See 30,803 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,803 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$340K

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

400.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 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

+15.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$49

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 codes2F2G2J2T3B3D

Plan features

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$135

$34 / participant

Other / not subdivided$135100.0%

% of EOY assets

0.059%

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

$38,441

$171,865-77.6%

$149,718-74.3%

$147,585-74.0%

Participation rate

50.0%

88.2%-38.2pp

87.1%-37.1pp

82.8%-32.8pp

Annual return

19.23%

2113.29%-2094.1pp

1501.67%-1482.4pp

578.56%-559.3pp

Employer contribution / active EE

$6,275-100.0%

$5,445-100.0%

$4,876-100.0%

Participant deferral / active EE

$5,673

$7,270-22.0%

$6,569-13.6%

$5,439+4.3%

Admin fee / account holder

$23

$13,799-99.8%

$11,283-99.8%

$10,885-99.8%

US ARMA PARTNERS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

US ARMA PARTNERS 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