Retirement plan

EVOLVE VACATION RENTAL NETWORK, INC. 401(K) PLAN

Name: EVOLVE VACATION RENTAL NETWORK, INC. - EVOLVE VACATION RENTAL NETWORK, INC. 401(K) PLAN (2018) Form 5500
Creator: EVOLVE VACATION RENTAL NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EVOLVE VACATION RENTAL NETWORK, INC. 401(K) PLAN, EVOLVE VACATION RENTAL NETWORK, INC.

EVOLVE VACATION RENTAL NETWORK, INC.EIN 27-4745991Plan #001PY 2018

717 17TH STREET, SUITE 2100 - DENVER, CO 80202720-221-5383

Prospect flagsLow participationLow assets / participantLow participant contributionFailed to transmit contributions

How to read this page

Total assets (EOY)

$571K

No prior year

Total participants

337

No prior year

Average account balance

$3,611

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 241 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants250-999

Cohort241 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.68M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

905

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.

95.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$6.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+19.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$157

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 10 of 14 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1+ years Filed as: T ROWE PRICE RPS,INC Service code 15 · EIN 52-1309931	Recordkeeping	$1,066
BRANDYWINE GLOBAL INVESTMENT MGMT1+ years Filed as: BRANDYWINE Service code 28 · EIN 83-0334121	Investment Management	$0
DIMENSIONAL FUND ADVISORS1+ years Filed as: DIMENSIONAL Service code 28 · EIN 95-4470812	Investment Management	$0
FIDELITY INVESTMENTS INSTITUTIONAL1+ years Filed as: FIDELITY Service code 28 · EIN 04-2647786	Investment Management	$0
FRANKLIN TEMPLETON1+ years Filed as: FRANKLIN Service code 28 · EIN 13-2670991	Investment Management	$0
THE HARTFORD1+ years Filed as: HARTFORD Service code 28 · EIN 13-3317783	Investment Management	$0
LORD ABBETT1+ years Filed as: LORD ABBETT CORE Service code 28 · EIN 13-3731507	Investment Management	$0
MFS INVESTMENT MANAGEMENT1+ years Filed as: MFS Service code 28 · EIN 04-2747644	Investment Management	$0
OAKMARK1+ years Service code 28 · EIN 04-3276558	Investment Management	$0
GREAT-WEST LIFE & ANNUITY INSURANCE1+ years Filed as: PUTNAM Service code 28 · EIN 36-4488942	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$1K

$3 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.187%

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: WIPFLI LLP
Auditor EIN: 390758449
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$3,611

$107,440-96.6%

$105,738-96.6%

$55,725-93.5%

Participation rate

42.1%

55.5%-13.4pp

76.3%-34.3pp

70.9%-28.8pp

Annual return

0.00%

-0.59%+0.6pp

6.27%-6.3pp

244.93%-244.9pp

Employer contribution / active EE

$1,448-100.0%

$3,268-100.0%

$2,078-100.0%

Participant deferral / active EE

$768

$2,171-64.6%

$4,080-81.2%

$3,356-77.1%

Admin fee / account holder

$283-97.6%

$6,913-99.9%

$115-94.1%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1+ years

Filed as: T ROWE PRICE RPS,INC

Service code 15 · EIN 52-1309931

Recordkeeping

$1,066

BRANDYWINE GLOBAL INVESTMENT MGMT1+ years

Filed as: BRANDYWINE

Service code 28 · EIN 83-0334121

Investment Management

DIMENSIONAL FUND ADVISORS1+ years

Filed as: DIMENSIONAL

Service code 28 · EIN 95-4470812

Investment Management

FIDELITY INVESTMENTS INSTITUTIONAL1+ years

Filed as: FIDELITY

Service code 28 · EIN 04-2647786

Investment Management

FRANKLIN TEMPLETON1+ years

Filed as: FRANKLIN

Service code 28 · EIN 13-2670991

Investment Management

THE HARTFORD1+ years

Filed as: HARTFORD

Service code 28 · EIN 13-3317783

Investment Management

LORD ABBETT1+ years

Filed as: LORD ABBETT CORE

Service code 28 · EIN 13-3731507

Investment Management

MFS INVESTMENT MANAGEMENT1+ years

Filed as: MFS

Service code 28 · EIN 04-2747644

Investment Management

OAKMARK1+ years

Service code 28 · EIN 04-3276558

Investment Management

GREAT-WEST LIFE & ANNUITY INSURANCE1+ years

Filed as: PUTNAM

Service code 28 · EIN 36-4488942

Investment Management

EVOLVE VACATION RENTAL NETWORK, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EVOLVE VACATION RENTAL NETWORK, INC. 401(K) 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