Retirement plan

PAPER 360, INC. 401(K) PROFIT SHARING PLAN

Name: PAPER 360, INC. - PAPER 360, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: PAPER 360, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAPER 360, INC. 401(K) PROFIT SHARING PLAN, PAPER 360, INC.

PAPER 360, INC.EIN 26-4348233Plan #001PY 2015

2910 S. ARCHIBALD AVENUE, SUITE A53 - ONTARIO, CA 91761909-218-5281paper-360.comLinkedIn1-10 employeesconsumer goods

Prospect flagsLow returnsLow participation

How to read this page

Total assets (EOY)

$89K

No prior year

Total participants

No prior year

Average account balance

$44,555

No prior year

Annual return

-9.32%

No prior year

Benchmarks

See 18,780 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort18,780 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.86M

Not enough data

1 years with asset history on file

Average account balance

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

$169K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$244K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+21.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$65

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 codes2G2J3D

Plan features

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$44,555

$113,941-60.9%

$94,229-52.7%

$125,389-64.5%

Participation rate

25.0%

82.9%-57.9pp

78.8%-53.8pp

83.2%-58.2pp

Annual return

-9.32%

5.29%-14.6pp

10.68%-20.0pp

282.24%-291.6pp

Employer contribution / active EE

$1,601

$4,727-66.1%

$3,587-55.4%

$4,866-67.1%

Participant deferral / active EE

$4,500

$5,179-13.1%

$4,320+4.2%

$5,352-15.9%

Admin fee / account holder

$8,392-100.0%

$6,269-100.0%

$9,541-100.0%

PAPER 360, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PAPER 360, INC. 401(K) PROFIT SHARING 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