Retirement plan

SERIOUSFUN CHILDREN'S NETWORK, INC. TAX DEFERRED ANNUITY PLAN

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

SERIOUSFUN CHILDREN'S NETWORK, INC.EIN 31-1794455Plan #002PY 2017

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

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+23.9% from 2016

Total participants

+10.9% from 2016

Average account balance

$35,123

+16.0% from 2016

Annual return

16.04%

+9.33 pp from 2016

Benchmarks

See 32,066 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort32,066 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$30K

Not enough data

1 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

-92.20%

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

See the 6-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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

1 tripped

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

$4K

$183 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.266%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$35,123

$99,020-64.5%

$86,590-59.4%

$147,584-76.2%

Participation rate

83.3%

76.3%+7.0pp

73.5%+9.8pp

82.8%+0.5pp

Annual return

16.04%

1312.34%-1296.3pp

964.84%-948.8pp

578.55%-562.5pp

Employer contribution / active EE

$3,132-100.0%

$2,839-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,525

$3,972+13.9%

$3,609+25.4%

$5,439-16.8%

Admin fee / account holder

$93

$5,710-98.4%

$4,906-98.1%

$10,885-99.1%

SERIOUSFUN CHILDREN'S NETWORK, INC. TAX DEFERRED ANNUITY PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SERIOUSFUN CHILDREN'S NETWORK, INC. TAX DEFERRED ANNUITY 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