Retirement plan

ARTIUS OCD 401(K) PLAN

Name: ARTIUS OCD - ARTIUS OCD 401(K) PLAN (2016) Form 5500
Creator: ARTIUS OCD
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARTIUS OCD 401(K) PLAN, ARTIUS OCD

ARTIUS OCDEIN 26-1404063Plan #001PY 2016

1950 DOE RIDGE COURT - HAYMARKET, VA 20169703-298-3833

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$92K

+63.8% from 2015

Total participants

0.0% from 2015

Average account balance

$91,601

+63.8% from 2015

Annual return

3.60%

+3.60 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.07M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$395K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+11.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4190

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 codes2F2G2E2J3D2T

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).
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.
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.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Plan-level admin expenses are zero - fees are likely paid at the master-trust level rather than the individual plan.

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

$91,601

$135,956-32.6%

$123,894-26.1%

$273,972-66.6%

Participation rate

12.5%

84.1%-71.6pp

81.4%-68.9pp

83.0%-70.5pp

Annual return

3.60%

56.63%-53.0pp

47.52%-43.9pp

41.46%-37.9pp

Employer contribution / active EE

$833

$5,170-83.9%

$4,617-81.9%

$4,869-82.9%

Participant deferral / active EE

$3,375

$6,343-46.8%

$5,984-43.6%

$5,287-36.2%

Admin fee / account holder

-$2,331

$9,817-123.7%

$8,357-127.9%

$10,133-123.0%

ARTIUS OCD 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARTIUS OCD 401(K) 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