Retirement plan

SIGNATURE TRAVEL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST

Name: SIGNATURE TRAVEL SERVICES LLC - SIGNATURE TRAVEL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST (2015) Form 5500
Creator: SIGNATURE TRAVEL SERVICES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGNATURE TRAVEL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST, SIGNATURE TRAVEL SERVICES LLC

SIGNATURE TRAVEL SERVICES LLCEIN 26-4159598Plan #001PY 2015

5 JOSEPH COURT - HACKETTSTOWN, NJ 07840973-291-4643signaturedealerservices.comLinkedIn1-10 employeesmanagement consulting

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$52K

No prior year

Total participants

No prior year

Average account balance

$7,472

No prior year

Annual return

-3.31%

No prior year

Benchmarks

See 26,342 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,342 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$505K

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+10.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

$245

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 codes2E2F2G2J2T3D

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

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$7,472

$84,697-91.2%

$73,845-89.9%

$125,393-94.0%

Participation rate

85.7%

76.8%+9.0pp

73.4%+12.3pp

83.2%+2.5pp

Annual return

-3.31%

3123.66%-3127.0pp

2267.91%-2271.2pp

282.23%-285.5pp

Employer contribution / active EE

$1,940

$3,123-37.9%

$2,788-30.4%

$4,866-60.1%

Participant deferral / active EE

$2,848

$3,993-28.7%

$3,583-20.5%

$5,351-46.8%

Admin fee / account holder

$5,692-100.0%

$4,881-100.0%

$9,541-100.0%

SIGNATURE TRAVEL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIGNATURE TRAVEL SERVICES LLC 401 K PROFIT SHARING PLAN TRUST

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