Retirement plan

CORELINK STRATEGIES LLC 401 K PROFIT SHARING PLAN

Name: CORELINK STRATEGIES LLC - CORELINK STRATEGIES LLC 401 K PROFIT SHARING PLAN (2016) Form 5500
Creator: CORELINK STRATEGIES LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CORELINK STRATEGIES LLC 401 K PROFIT SHARING PLAN, CORELINK STRATEGIES LLC

CORELINK STRATEGIES LLCEIN 27-0264549Plan #001PY 2016

11141 CEDARWOOD DRIVE - ROCKVILLE, MD 20852301-370-3210LinkedIn1-10 employeesprogram development

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$377K

+161.3% from 2015

Total participants

+27.3% from 2015

Average account balance

$29,035

+80.9% from 2015

Annual return

56.40%

+56.40 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.63M

Not enough data

1 years with asset history on file

Average account balance

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

$97K

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

$326K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6821

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 codes2E2G2J2T3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$2K

$161 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.512%

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

$29,035

$135,956-78.6%

$123,894-76.6%

$273,972-89.4%

Participation rate

91.7%

84.1%+7.6pp

81.4%+10.3pp

83.0%+8.7pp

Annual return

56.40%

56.63%-0.2pp

47.52%+8.9pp

41.46%+14.9pp

Employer contribution / active EE

$4,106

$5,170-20.6%

$4,617-11.1%

$4,869-15.7%

Participant deferral / active EE

$8,523

$6,343+34.4%

$5,984+42.4%

$5,287+61.2%

Admin fee / account holder

$149

$9,817-98.5%

$8,357-98.2%

$10,133-98.5%

CORELINK STRATEGIES LLC 401 K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CORELINK STRATEGIES LLC 401 K PROFIT SHARING 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