Retirement plan

MOBIQUITY 401(K) PROFIT SHARING PLAN

Name: MOBIQUITY, INC. - MOBIQUITY 401(K) PROFIT SHARING PLAN (2020) 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 2020

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

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$12.6M

+27.4% from 2019

Total participants

283

-0.7% from 2019

Average account balance

$50,104

+28.4% from 2019

Annual return

18.76%

-16.26 pp from 2019

Benchmarks

See 5,591 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,591 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$18.59M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

181

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.

94.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.13M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$333

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL6+ years Service code 37 · EIN 04-2647786	Loan Processing	$18,552
KESTRA INVESTMENT SERVICES LLC5+ years Service code 55 · EIN 35-2552359	Other Commissions	$11,645
KATHMERE CAPITAL MANAGEMENT1 year Filed as: KATHMERE CAPITAL MANAGEMENT LLC Service code 27 · EIN 81-1449683	Advisory (Plan)	$6,946
PURSHE KAPLAN STERLING INV1 year Service code 55 · EIN 13-3749682	Other Commissions	$3,809

Plan features & details

Pension benefit codes2E2F2G2J2T3H3D

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$25K

$131 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.203%

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

$50,104

$99,957-49.9%

$149,715-66.5%

$73,493-31.8%

Participation rate

83.5%

75.7%+7.8pp

82.5%+1.0pp

70.7%+12.8pp

Annual return

18.76%

53.87%-35.1pp

276.66%-257.9pp

28.51%-9.8pp

Employer contribution / active EE

$70

$3,191-97.8%

$4,645-98.5%

$2,270-96.9%

Participant deferral / active EE

$10,191

$6,073+67.8%

$6,842+48.9%

$3,740+172.5%

Admin fee / account holder

$102

$551-81.6%

$9,310-98.9%

$513-80.2%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL6+ years

Service code 37 · EIN 04-2647786

Loan Processing

$18,552

KESTRA INVESTMENT SERVICES LLC5+ years

Service code 55 · EIN 35-2552359

Other Commissions

$11,645

KATHMERE CAPITAL MANAGEMENT1 year

Filed as: KATHMERE CAPITAL MANAGEMENT LLC

Service code 27 · EIN 81-1449683

Advisory (Plan)

$6,946

PURSHE KAPLAN STERLING INV1 year

Service code 55 · EIN 13-3749682

Other Commissions

$3,809

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