Retirement plan

INTERHOME TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

Name: INTERHOME TECHNOLOGIES, INC. - INTERHOME TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: INTERHOME TECHNOLOGIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERHOME TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN, INTERHOME TECHNOLOGIES, INC.

INTERHOME TECHNOLOGIES, INC.EIN 23-2924632Plan #001PY 2017

7505 DIANE AVE - N HUNTINGDON, PA 15642724-864-9288

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$159K

+20.8% from 2016

Total participants

+11.1% from 2016

Average account balance

$26,576

+0.7% from 2016

Annual return

10.99%

+6.68 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$370K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$16684

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 codes2E2F2J2T3D

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).
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.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$26,576

$101,063-73.7%

$81,473-67.4%

$147,586-82.0%

Participation rate

42.9%

74.5%-31.6pp

68.0%-25.1pp

82.8%-40.0pp

Annual return

10.99%

32.41%-21.4pp

38.78%-27.8pp

578.59%-567.6pp

Employer contribution / active EE

$814

$3,206-74.6%

$2,568-68.3%

$4,876-83.3%

Participant deferral / active EE

$1,045

$4,242-75.4%

$3,537-70.5%

$5,439-80.8%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,886-100.0%

INTERHOME TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

INTERHOME TECHNOLOGIES, INC. 401(K) PROFIT SHARING 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