Retirement plan

QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN

Name: QUALBE MARKETING GROUP, LLC - QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: QUALBE MARKETING GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN, QUALBE MARKETING GROUP, LLC

QUALBE MARKETING GROUP, LLCEIN 27-2818821Plan #001PY 2017

5535 AIRPORT FREEWAY - HALTOM CITY, TX 76117685-593-5994qualbe.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$996K

+35.7% from 2016

Total participants

+25.5% from 2016

Average account balance

$16,877

+8.1% from 2016

Annual return

15.33%

+8.48 pp from 2016

Benchmarks

See 2,040 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,040 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.47M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

347.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+11.95%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4237

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 codes2E2G2J3D

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.
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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$73 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.277%

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

$16,877

$56,110-69.9%

$94,993-82.2%

$70,124-75.9%

Participation rate

100.0%

65.0%+35.0pp

73.9%+26.1pp

69.5%+30.5pp

Annual return

15.33%

51.02%-35.7pp

27.14%-11.8pp

73.14%-57.8pp

Employer contribution / active EE

$2,010

$1,442+39.4%

$2,603-22.8%

$2,342-14.2%

Participant deferral / active EE

$1,999

$2,391-16.4%

$3,317-39.7%

$3,332-40.0%

Admin fee / account holder

$47

$3,456-98.6%

$4,960-99.1%

$4,645-99.0%

QUALBE MARKETING GROUP, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUALBE MARKETING GROUP, 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