Retirement plan

PRETTY DAMN SWEET 401(K) PLAN

Name: SEBECK-GIFFORD, LLC D/B/A PRETTY DA - PRETTY DAMN SWEET 401(K) PLAN (2016) Form 5500
Creator: SEBECK-GIFFORD, LLC D/B/A PRETTY DA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRETTY DAMN SWEET 401(K) PLAN, SEBECK-GIFFORD, LLC D/B/A PRETTY DA

SEBECK-GIFFORD, LLC D/B/A PRETTY DAEIN 27-4578775Plan #001PY 2016

1520 LOCUST STREET, SUITE 201 - PHILADELPHIA, PA 19103215-545-5060

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$50K

+65.5% from 2015

Total participants

+50.0% from 2015

Average account balance

$24,832

+65.5% from 2015

Annual return

15.55%

+15.55 pp from 2015

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$363K

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$433

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 codes2E2F2J2G3D

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$24,832

$96,558-74.3%

$80,977-69.3%

$273,972-90.9%

Participation rate

66.7%

79.1%-12.4pp

75.8%-9.1pp

83.0%-16.3pp

Annual return

15.55%

15.14%+0.4pp

17.11%-1.6pp

41.46%-25.9pp

Employer contribution / active EE

$2,500

$4,869-48.7%

$3,715-32.7%

$4,869-48.7%

Participant deferral / active EE

$2,500

$6,598-62.1%

$5,696-56.1%

$5,287-52.7%

Admin fee / account holder

$7,493-100.0%

$5,517-100.0%

$10,133-100.0%

PRETTY DAMN SWEET 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRETTY DAMN SWEET 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