Retirement plan

KYLE ZICK LANDSCAPE ARCHITECTURE, INC. 401K PLAN

Name: KYLE ZICK LANDSCAPE ARCHITECTURE, I - KYLE ZICK LANDSCAPE ARCHITECTURE, INC. 401K PLAN (2017) Form 5500
Creator: KYLE ZICK LANDSCAPE ARCHITECTURE, I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KYLE ZICK LANDSCAPE ARCHITECTURE, INC. 401K PLAN, KYLE ZICK LANDSCAPE ARCHITECTURE, I

KYLE ZICK LANDSCAPE ARCHITECTURE, IEIN 27-2791836Plan #001PY 2017

36 BROMFIELD STREET, SUITE 202 - BOSTON, MA 02108617-451-1018LinkedIn1-10 employeesarchitecture & planning

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$141K

+45.6% from 2016

Total participants

0.0% from 2016

Average account balance

$23,477

+21.3% from 2016

Annual return

21.64%

+5.99 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$919K

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+27.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$100

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$279

$40 / participant

Other / not subdivided$279100.0%

% of EOY assets

0.198%

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

$23,477

$101,063-76.8%

$81,473-71.2%

$147,585-84.1%

Participation rate

85.7%

74.5%+11.3pp

68.0%+17.8pp

82.8%+2.9pp

Annual return

21.64%

32.41%-10.8pp

38.78%-17.1pp

578.58%-556.9pp

Employer contribution / active EE

$3,206-100.0%

$2,568-100.0%

$4,876-100.0%

Participant deferral / active EE

$3,307

$4,242-22.1%

$3,537-6.5%

$5,439-39.2%

Admin fee / account holder

$47

$5,812-99.2%

$4,561-99.0%

$10,886-99.6%

KYLE ZICK LANDSCAPE ARCHITECTURE, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KYLE ZICK LANDSCAPE ARCHITECTURE, INC. 401K 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