Retirement plan

XSYN 401(K) PLAN

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

XSYNEIN 26-3209345Plan #001PY 2018

17532 NUTWOOD DR - CARSON, CA 90746310-632-5787

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$341K

+1.9% from 2017

Total participants

-50.0% from 2017

Average account balance

$341,474

+1.9% from 2017

Annual return

-3.44%

-18.79 pp from 2017

Benchmarks

See 5,839 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants<25

Cohort5,839 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$900K

Not enough data

1 years with asset history on file

Average account balance

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

$900K

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

$3K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+19.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70

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 codes2E2J2G3D

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.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$253

$253 / participant

Other / not subdivided$253100.0%

% of EOY assets

0.074%

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

$341,474

$69,518+391.2%

$59,887+470.2%

$135,379+152.2%

Participation rate

100.0%

77.8%+22.2pp

74.7%+25.3pp

82.6%+17.4pp

Annual return

-3.44%

7.95%-11.4pp

3.46%-6.9pp

519.79%-523.2pp

Employer contribution / active EE

$4,000

$3,235+23.7%

$2,722+46.9%

$4,779-16.3%

Participant deferral / active EE

$14,000

$4,204+233.0%

$3,402+311.5%

$5,609+149.6%

Admin fee / account holder

$253

$5,734-95.6%

$3,591-93.0%

$10,828-97.7%

XSYN 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

XSYN 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