Retirement plan

EMPOWERMENT THROUGH TECHNOLOGY & EDUCATION, INC. 401(K) PLAN

Name: EMPOWERMENT THROUGH TECHNOLOGY & ED - EMPOWERMENT THROUGH TECHNOLOGY & EDUCATION, INC. 401(K) PLAN (2015) Form 5500
Creator: EMPOWERMENT THROUGH TECHNOLOGY & ED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPOWERMENT THROUGH TECHNOLOGY & EDUCATION, INC. 401(K) PLAN, EMPOWERMENT THROUGH TECHNOLOGY & ED

EMPOWERMENT THROUGH TECHNOLOGY & EDEIN 31-1815707Plan #001PY 2015

5700 BALTIMORE AVE - HYATTSVILLE, MD 20781202-345-1965ettebiz.comLinkedIn1-10 employeesinformation technology and services

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$105K

No prior year

Total participants

No prior year

Average account balance

$26,189

No prior year

Annual return

-5.45%

No prior year

Benchmarks

See 103,910 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort103,910 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.05M

Not enough data

1 years with asset history on file

Average account balance

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

$131K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+14.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$857

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 codes2E2F2G2T3D

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$364 / participant

Other / not subdivided$1K100.0%

% of EOY assets

1.043%

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

$26,189

$127,386-79.4%

$115,037-77.2%

$125,393-79.1%

Participation rate

100.0%

84.2%+15.8pp

81.4%+18.6pp

83.2%+16.8pp

Annual return

-5.45%

31.28%-36.7pp

26.14%-31.6pp

282.23%-287.7pp

Employer contribution / active EE

$1,847

$5,166-64.2%

$4,608-59.9%

$4,866-62.0%

Participant deferral / active EE

$11,474

$6,423+78.6%

$6,026+90.4%

$5,351+114.4%

Admin fee / account holder

$273

$9,516-97.1%

$8,175-96.7%

$9,541-97.1%

EMPOWERMENT THROUGH TECHNOLOGY & EDUCATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPOWERMENT THROUGH TECHNOLOGY & EDUCATION, 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