Retirement plan

PRESTON PUBLISHING RETIREMENT SAVINGS PLAN

Name: VIPRE ENTERPRISES LLC DBA PRESTON PUBLIGHING COMPANY - PRESTON PUBLISHING RETIREMENT SAVINGS PLAN (2016) Form 5500
Creator: VIPRE ENTERPRISES LLC DBA PRESTON PUBLIGHING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRESTON PUBLISHING RETIREMENT SAVINGS PLAN, VIPRE ENTERPRISES LLC DBA PRESTON PUBLIGHING COMPANY

VIPRE ENTERPRISES LLC DBA PRESTON PUBLIGHING COMPANYEIN 26-1460291Plan #001PY 2016

14615 MANCHESTER ROAD, SUITE 203 - BALLWIN, MO 63011636-220-8170

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$584K

+15.3% from 2015

Total participants

0.0% from 2015

Average account balance

$116,776

+15.3% from 2015

Annual return

8.55%

+12.42 pp from 2015

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$380K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+18.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18941

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 codes2E2F2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$116,776

$96,558+20.9%

$80,977+44.2%

$273,972-57.4%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

8.55%

15.14%-6.6pp

17.11%-8.6pp

41.46%-32.9pp

Employer contribution / active EE

$2,857

$4,869-41.3%

$3,715-23.1%

$4,869-41.3%

Participant deferral / active EE

$8,580

$6,598+30.0%

$5,696+50.6%

$5,287+62.3%

Admin fee / account holder

$7,493-100.0%

$5,517-100.0%

$10,133-100.0%

PRESTON PUBLISHING RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRESTON PUBLISHING RETIREMENT SAVINGS 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