Retirement plan

ONSITE PARTNERS, INC. 401K PLAN

Name: ONSITE PARTNERS, INC. - ONSITE PARTNERS, INC. 401K PLAN (2015) Form 5500
Creator: ONSITE PARTNERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONSITE PARTNERS, INC. 401K PLAN, ONSITE PARTNERS, INC.

ONSITE PARTNERS, INC.EIN 26-1226447Plan #001PY 2015

1044 OLD HIGHWAY 48 NORTH - CUMBERLAND FURNACE, TN 37051615-789-6609

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$587K

No prior year

Total participants

No prior year

Average account balance

$11,296

No prior year

Annual return

0.15%

No prior year

Benchmarks

See 2,454 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants25-99

Cohort2,454 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.76M

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$592K

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

+16.40%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2542

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 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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$163 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.862%

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

$11,296

$40,264-71.9%

$57,349-80.3%

$59,633-81.1%

Participation rate

93.5%

69.2%+24.4pp

75.1%+18.5pp

68.7%+24.9pp

Annual return

0.15%

27.51%-27.4pp

24.40%-24.3pp

2041.40%-2041.3pp

Employer contribution / active EE

$1,510

$1,922-21.4%

$2,689-43.8%

$2,203-31.4%

Participant deferral / active EE

$2,314

$2,400-3.6%

$3,162-26.8%

$3,192-27.5%

Admin fee / account holder

$97

$2,819-96.5%

$3,356-97.1%

$4,297-97.7%

ONSITE PARTNERS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONSITE PARTNERS, INC. 401K 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