Retirement plan

SERIOUSFUN CHILDREN'S NETWORK, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Name: SERIOUSFUN CHILDEN'S NETWORK, INC. - SERIOUSFUN CHILDREN'S NETWORK, INC. DEFINED CONTRIBUTION RETIREMENT PLAN (2017) Form 5500
Creator: SERIOUSFUN CHILDEN'S NETWORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SERIOUSFUN CHILDREN'S NETWORK, INC. DEFINED CONTRIBUTION RETIREMENT PLAN, SERIOUSFUN CHILDEN'S NETWORK, INC.

SERIOUSFUN CHILDEN'S NETWORK, INC.EIN 31-1794455Plan #001PY 2017

228 SAUGATUCK AVENUE - WESTPORT, CT 06880203-571-0691seriousfun.orgLinkedIn11-50 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$1.7M assets

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.3M

+28.5% from 2016

Total participants

+12.2% from 2016

Average account balance

$24,050

+14.2% from 2016

Annual return

15.69%

+9.88 pp from 2016

Benchmarks

See 32,058 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,058 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.03M

Not enough data

1 years with asset history on file

Average account balance

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

$102K

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.

197.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$571K

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

+15.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4286

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 codes2F2G2L2T

Plan features

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.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$19K

$922 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.491%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

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

$24,050

$99,009-75.7%

$86,581-72.2%

$147,585-83.7%

Participation rate

95.2%

76.3%+18.9pp

73.5%+21.7pp

82.8%+12.4pp

Annual return

15.69%

1312.70%-1297.0pp

965.06%-949.4pp

578.58%-562.9pp

Employer contribution / active EE

$6,616

$3,132+111.2%

$2,840+133.0%

$4,876+35.7%

Participant deferral / active EE

$468

$3,972-88.2%

$3,609-87.0%

$5,439-91.4%

Admin fee / account holder

$359

$5,709-93.7%

$4,904-92.7%

$10,886-96.7%

SERIOUSFUN CHILDREN'S NETWORK, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERIOUSFUN CHILDREN'S NETWORK, INC. DEFINED CONTRIBUTION RETIREMENT 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