Retirement plan

THE PLANT NERD, INC. 401 (K) PROFIT SHARING PLAN

Name: THE PLANT NERD, INC. - THE PLANT NERD, INC. 401 (K) PROFIT SHARING PLAN (2018) Form 5500
Creator: THE PLANT NERD, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE PLANT NERD, INC. 401 (K) PROFIT SHARING PLAN, THE PLANT NERD, INC.

THE PLANT NERD, INC.EIN 26-0162070Plan #001PY 2018

17621 SAMPSON LANE - HUNTINGTON BEACH, CA 92647714-842-4100theplantnerd.comLinkedIn1-10 employeesconsumer services

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$38K

No prior year

Total participants

No prior year

Average account balance

$2,956

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 116,760 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort116,760 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$870K

Not enough data

1 years with asset history on file

Average account balance

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

$79K

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.

91.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7176

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 codes2E2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$374

$29 / participant

Other / not subdivided$374100.0%

% of EOY assets

0.973%

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

$2,956

$138,072-97.9%

$123,549-97.6%

$135,382-97.8%

Participation rate

92.3%

84.7%+7.6pp

82.3%+10.0pp

82.6%+9.7pp

Annual return

0.00%

153.69%-153.7pp

119.20%-119.2pp

519.77%-519.8pp

Employer contribution / active EE

$1,263

$5,152-75.5%

$4,628-72.7%

$4,779-73.6%

Participant deferral / active EE

$1,943

$6,799-71.4%

$6,426-69.8%

$5,609-65.4%

Admin fee / account holder

$29

$10,917-99.7%

$9,284-99.7%

$10,829-99.7%

THE PLANT NERD, INC. 401 (K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE PLANT NERD, 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