Retirement plan

I & I SLING, INC. 401(K) PROFIT SHARING PLAN

Name: I & I SLING, INC. - I & I SLING, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: I & I SLING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I & I SLING, INC. 401(K) PROFIT SHARING PLAN, I & I SLING, INC.

I & I SLING, INC.EIN 23-1858328Plan #001PY 2015

205 BRIDGEWATER ROAD, P.O. BOX 2423 - ASTON, PA 190143426610-485-8500iandisling.comLinkedIn51-200 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$8.1M

No prior year

Total participants

118

No prior year

Average account balance

$68,397

No prior year

Annual return

-1.85%

No prior year

Benchmarks

See 13,686 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,686 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$15.13M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

136

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$527K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+14.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$407

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

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$173K

$1944 / participant

Other / not subdivided$173K100.0%

% of EOY assets

2.144%

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

$68,397

$56,200+21.7%

$67,653+1.1%

$59,633+14.7%

Participation rate

100.0%

71.5%+28.5pp

75.7%+24.3pp

68.7%+31.3pp

Annual return

-1.85%

18506.71%-18508.6pp

6625.22%-6627.1pp

2041.40%-2043.2pp

Employer contribution / active EE

$1,992

$1,615+23.3%

$2,266-12.1%

$2,203-9.6%

Participant deferral / active EE

$3,331

$2,843+17.2%

$3,560-6.4%

$3,192+4.4%

Admin fee / account holder

$1,466

$3,959-63.0%

$4,821-69.6%

$4,297-65.9%

I & I SLING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I & I SLING, INC. 401(K) PROFIT SHARING 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