Retirement plan

STARR IMAGE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

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

STARR IMAGE PRODUCTS, INC.EIN 25-1796543Plan #001PY 2017

915 CENTER AVENUE - BUTLER, PA 16001724-287-8277

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$181K

+24.5% from 2016

Total participants

-14.3% from 2016

Average account balance

$30,128

+45.2% from 2016

Annual return

16.41%

+8.14 pp from 2016

Benchmarks

See 22,203 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,203 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$417K

Not enough data

1 years with asset history on file

Average account balance

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

$46K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$45K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+20.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$434

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

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

$19K

$3866 / participant

Other / not subdivided$19K100.0%

% of EOY assets

10.694%

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

$30,128

$144,124-79.1%

$117,857-74.4%

$147,585-79.6%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

16.41%

531.17%-514.8pp

335.09%-318.7pp

578.57%-562.2pp

Employer contribution / active EE

$1,512

$4,897-69.1%

$3,786-60.1%

$4,876-69.0%

Participant deferral / active EE

$4,692

$5,316-11.7%

$4,482+4.7%

$5,439-13.7%

Admin fee / account holder

$3,222

$10,886-70.4%

$8,020-59.8%

$10,885-70.4%

STARR IMAGE PRODUCTS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STARR IMAGE PRODUCTS, 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