Retirement plan

MOBIQUITY 401(K) PROFIT SHARING PLAN

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

MOBIQUITY, INC.EIN 27-4157858Plan #001PY 2017

51 SAWYER ROAD, SUITE 401 - WALTHAM, MA 02453781-591-4819mobiquity.comLinkedIn501-1000 employeesinformation technology and services

Prospect flagsLow employer contributionCorrective distributions

How to read this page

Total assets (EOY)

$6.3M

+30.4% from 2016

Total participants

246

+6.0% from 2016

Average account balance

$30,374

+22.2% from 2016

Annual return

22.23%

+7.75 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.22M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

211

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.

94.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.64M

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

+14.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$385

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
KESTRA INVESTMENT SERVICES LLC2 years Service code 55 · EIN 35-2552359	Other Commissions	$12,615
FIDELITY INVESTMENTS INSTITUTIONAL3+ years Service code 37 · EIN 04-2647786	Loan Processing	$506

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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$506

$3 / participant

Other / not subdivided$506100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 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: MOODY, FAMIGLIETTI & ANDRONICO, LLP
Auditor EIN: 043077056
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$30,374

$80,753-62.4%

$136,298-77.7%

$62,293-51.2%

Participation rate

75.0%

73.5%+1.5pp

81.9%-6.9pp

69.5%+5.5pp

Annual return

22.23%

35.83%-13.6pp

5156.27%-5134.0pp

28.90%-6.7pp

Employer contribution / active EE

$2,884-100.0%

$4,696-100.0%

$2,042-100.0%

Participant deferral / active EE

$7,751

$5,164+50.1%

$6,247+24.1%

$3,169+144.6%

Admin fee / account holder

$525-99.5%

$9,244-100.0%

$479-99.5%

Provider

Service type

Compensation

KESTRA INVESTMENT SERVICES LLC2 years

Service code 55 · EIN 35-2552359

Other Commissions

$12,615

FIDELITY INVESTMENTS INSTITUTIONAL3+ years

Service code 37 · EIN 04-2647786

Loan Processing

$506

MOBIQUITY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MOBIQUITY 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