Retirement plan

MOBIQUITY 401(K) PROFIT SHARING PLAN

Name: MOBIQUITY, INC. - MOBIQUITY 401(K) PROFIT SHARING PLAN (2018) 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 2018

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)

$6.6M

+5.1% from 2017

Total participants

281

+14.2% from 2017

Average account balance

$26,973

-11.2% from 2017

Annual return

-5.46%

-27.68 pp from 2017

Benchmarks

See 5,340 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,340 peers

Snapshot2018

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 LLC3 years Service code 55 · EIN 35-2552359	Other Commissions	$16,573
FIDELITY INVESTMENTS INSTITUTIONAL4+ years Service code 37 · EIN 04-2647786	Loan Processing	$3,655

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

$4K

$20 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.055%

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: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,973

$73,102-63.1%

$123,552-78.2%

$56,287-52.1%

Participation rate

79.9%

74.3%+5.6pp

82.3%-2.4pp

69.9%+10.0pp

Annual return

-5.46%

3.01%-8.5pp

119.20%-124.7pp

-9.96%+4.5pp

Employer contribution / active EE

$2,977-100.0%

$4,628-100.0%

$2,111-100.0%

Participant deferral / active EE

$7,756

$5,423+43.0%

$6,426+20.7%

$3,350+131.5%

Admin fee / account holder

$15

$554-97.3%

$9,285-99.8%

$521-97.1%

Provider

Service type

Compensation

KESTRA INVESTMENT SERVICES LLC3 years

Service code 55 · EIN 35-2552359

Other Commissions

$16,573

FIDELITY INVESTMENTS INSTITUTIONAL4+ years

Service code 37 · EIN 04-2647786

Loan Processing

$3,655

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