Retirement plan

EDUCREATIONS SELF-EMPLOYED 401(K) PLAN

Name: EDUCREATIONS, INC. - EDUCREATIONS SELF-EMPLOYED 401(K) PLAN (2018) Form 5500
Creator: EDUCREATIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EDUCREATIONS SELF-EMPLOYED 401(K) PLAN, EDUCREATIONS, INC.

EDUCREATIONS, INC.EIN 27-4390527Plan #001PY 2018

237 A ST #31506 - SAN DIEGO, CA 921014003650-204-0044

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$170K

+46.9% from 2017

Total participants

0.0% from 2017

Average account balance

$85,138

+46.9% from 2017

Annual return

-1.41%

-8.39 pp from 2017

Benchmarks

See 8,370 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,370 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$909K

Not enough data

1 years with asset history on file

Average account balance

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

$303K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$79K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+9.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2R2S3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

0 tripped

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

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

$85,138

$97,027-12.3%

$83,323+2.2%

$135,382-37.1%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-1.41%

12.31%-13.7pp

10.63%-12.0pp

519.77%-521.2pp

Employer contribution / active EE

$10,000

$4,143+141.4%

$3,379+196.0%

$4,779+109.3%

Participant deferral / active EE

$18,000

$5,964+201.8%

$5,565+223.5%

$5,609+220.9%

Admin fee / account holder

$8,427-100.0%

$7,539-100.0%

$10,829-100.0%

EDUCREATIONS SELF-EMPLOYED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

EDUCREATIONS SELF-EMPLOYED 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion