Retirement plan

CLICKDIMENSIONS, LLC 401K PLAN

Name: CLICKDIMENSIONS LLC - CLICKDIMENSIONS, LLC 401K PLAN (2019) Form 5500
Creator: CLICKDIMENSIONS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLICKDIMENSIONS, LLC 401K PLAN, CLICKDIMENSIONS LLC

CLICKDIMENSIONS LLCdba CLICKDIMENSIONS LLCEIN 27-2936767Plan #001PY 2019

5901 PEACHTREE DUNWOODY RD STE B500 - ATLANTA, GA 303287172678-362-5817

Prospect flagsHigh cashLow assets / participant

How to read this page

Total assets (EOY)

$3.9M

+34.1% from 2018

Total participants

170

+4.3% from 2018

Average account balance

$25,008

+24.5% from 2018

Annual return

23.04%

+28.19 pp from 2018

Benchmarks

See 5,552 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,552 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.61M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

321.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7207

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityHigh cash
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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

$18K

$169 / participant

Investment mgmt$11K62.6%
Contract admin$2K8.3%
Other / not subdivided$5K29.2%

% of EOY assets

0.473%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: WARREN AVERETT LLC
Auditor EIN: 454084437
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$25,008

$89,652-72.1%

$141,197-82.3%

$65,186-61.6%

Participation rate

85.2%

74.7%+10.5pp

82.5%+2.7pp

70.2%+15.0pp

Annual return

23.04%

32.79%-9.8pp

71.41%-48.4pp

29.39%-6.3pp

Employer contribution / active EE

$3,330

$3,065+8.7%

$4,736-29.7%

$2,177+53.0%

Participant deferral / active EE

$6,571

$5,691+15.5%

$6,710-2.1%

$3,514+87.0%

Admin fee / account holder

$118

$569-79.2%

$10,265-98.8%

$847-86.0%

CLICKDIMENSIONS, LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLICKDIMENSIONS, LLC 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