Retirement plan

TAJEN GRAPHICS, INC. PROFIT SHARING PLAN

Name: TAJEN GRAPHICS, INC. - TAJEN GRAPHICS, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: TAJEN GRAPHICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TAJEN GRAPHICS, INC. PROFIT SHARING PLAN, TAJEN GRAPHICS, INC.

TAJEN GRAPHICS, INC.EIN 33-0149380Plan #001PY 2017

2100 WEST LINCOLN AVE. - ANAHEIM, CA 92801714-527-3122LinkedIn11-50 employeesprinting

Other plans on this EIN

1 filing

#002Retirement-$5.2M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.3M

+15.5% from 2016

Total participants

0.0% from 2016

Average account balance

$123,844

+15.5% from 2016

Annual return

12.62%

+8.43 pp from 2016

Benchmarks

See 5,958 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.78M

Not enough data

1 years with asset history on file

Average account balance

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

$271K

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.

119.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+36.49%

Not enough data

1 years with return on file

Admin fee / account holder

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

$90084

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$47K

$1758 / participant

Other / not subdivided$47K100.0%

% of EOY assets

1.419%

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

$123,844

$67,411+83.7%

$91,004+36.1%

$70,126+76.6%

Participation rate

100.0%

71.4%+28.6pp

75.6%+24.4pp

69.5%+30.5pp

Annual return

12.62%

-40.16%+52.8pp

4.60%+8.0pp

73.15%-60.5pp

Employer contribution / active EE

$1,297

$1,786-27.4%

$2,456-47.2%

$2,343-44.6%

Participant deferral / active EE

$3,556

$2,823+26.0%

$3,548+0.2%

$3,332+6.7%

Admin fee / account holder

$1,758

$4,236-58.5%

$5,417-67.6%

$4,645-62.2%

TAJEN GRAPHICS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TAJEN GRAPHICS, INC. PROFIT SHARING 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