Retirement plan

SOCIAL CAPITAL, INC. PROFIT SHARING/401(K) PLAN

Name: SOCIAL CAPITAL, INC. C/O CARNOW AND ASSOCIATES, LTD. - SOCIAL CAPITAL, INC. PROFIT SHARING/401(K) PLAN (2016) Form 5500
Creator: SOCIAL CAPITAL, INC. C/O CARNOW AND ASSOCIATES, LTD.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOCIAL CAPITAL, INC. PROFIT SHARING/401(K) PLAN, SOCIAL CAPITAL, INC. C/O CARNOW AND ASSOCIATES, LTD.

SOCIAL CAPITAL, INC. C/O CARNOW AND ASSOCIATES, LTD.EIN 26-3772727Plan #002PY 2016

778 FRONTAGE ROAD, SUITE 101 - NORTHFIELD, IL 60093847-501-4622socialcapitalpartnerships.comLinkedIn11-50 employeesfund-raising

Other plans on this EIN

1 filing

#001Retirement-$3.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$875K

+24.0% from 2015

Total participants

+12.5% from 2015

Average account balance

$97,178

+10.2% from 2015

Annual return

9.62%

+22.19 pp from 2015

Benchmarks

See 113,088 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,088 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.33M

Not enough data

1 years with asset history on file

Average account balance

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

$259K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$187K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$31K

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

+7.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$35804

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 codes2E2F2J

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.

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

$97,178

$135,954-28.5%

$123,893-21.6%

$273,968-64.5%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

9.62%

56.63%-47.0pp

47.52%-37.9pp

41.45%-31.8pp

Employer contribution / active EE

$7,065

$5,170+36.7%

$4,617+53.0%

$4,869+45.1%

Participant deferral / active EE

$13,180

$6,343+107.8%

$5,984+120.2%

$5,287+149.3%

Admin fee / account holder

$9,817-100.0%

$8,357-100.0%

$10,132-100.0%

SOCIAL CAPITAL, INC. PROFIT SHARING/401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOCIAL CAPITAL, INC. PROFIT SHARING/401(K) 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