Retirement plan

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK

Name: WESTSIDE INFANT-FAMILY NETWORK - EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK (2016) Form 5500
Creator: WESTSIDE INFANT-FAMILY NETWORK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK, WESTSIDE INFANT-FAMILY NETWORK

WESTSIDE INFANT-FAMILY NETWORKEIN 27-4018980Plan #001PY 2016

5721 W SLAUSON AVE STE 200 - CULVER CITY, CA 90230310-846-4100

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$341K

+19.5% from 2015

Total participants

-7.7% from 2015

Average account balance

$31,007

+41.2% from 2015

Annual return

8.66%

+8.80 pp from 2015

Benchmarks

See 30,917 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,917 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.26M

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

97.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$167K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.62%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2095

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 codes2E2J2F2G

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$250 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.587%

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

$31,007

$90,509-65.7%

$78,693-60.6%

$273,968-88.7%

Participation rate

87.5%

76.5%+11.0pp

73.6%+13.9pp

83.0%+4.5pp

Annual return

8.66%

75.61%-67.0pp

62.18%-53.5pp

41.45%-32.8pp

Employer contribution / active EE

$1,906

$3,175-40.0%

$2,850-33.1%

$4,869-60.8%

Participant deferral / active EE

$2,252

$3,901-42.3%

$3,517-36.0%

$5,287-57.4%

Admin fee / account holder

$182

$5,264-96.5%

$4,511-96.0%

$10,132-98.2%

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF WESTSIDE INFANT-FAMILY NETWORK

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