Retirement plan

SUPPLIERSOFT INC. 401K PLAN

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

SUPPLIERSOFT INC.EIN 26-2354239Plan #001PY 2018

14917 BERRY WAY - SAN JOSE, CA 95124408-690-8575suppliersoft.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$450K

No prior year

Total participants

No prior year

Average account balance

$225,142

No prior year

Annual return

-0.60%

No prior year

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.65M

Not enough data

1 years with asset history on file

Average account balance

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

$1.3M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$72K

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

+19.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

$28

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 codes2E2F2G2J2R3D

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

Expense breakdown

Schedule H Part II

Admin total

$20

$10 / participant

Other / not subdivided$20100.0%

% of EOY assets

0.004%

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

$225,142

$97,020+132.1%

$83,322+170.2%

$135,379+66.3%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-0.60%

12.31%-12.9pp

10.64%-11.2pp

519.79%-520.4pp

Employer contribution / active EE

$30,775

$4,144+642.7%

$3,379+810.8%

$4,779+544.0%

Participant deferral / active EE

$21,500

$5,964+260.5%

$5,565+286.3%

$5,609+283.3%

Admin fee / account holder

$10

$8,426-99.9%

$7,540-99.9%

$10,828-99.9%

SUPPLIERSOFT INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPPLIERSOFT 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