Retirement plan

KETIV TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

Name: KETIV TECHNOLOGIES OF CALIFORNIA, INC. - KETIV TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: KETIV TECHNOLOGIES OF CALIFORNIA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KETIV TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN, KETIV TECHNOLOGIES OF CALIFORNIA, INC.

KETIV TECHNOLOGIES OF CALIFORNIA, INC.EIN 33-0308309Plan #002PY 2017

3010 SATURN STREET, SUITE 100 - BREA, CA 92821866-465-3848

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$2.2M

+26.5% from 2016

Total participants

+12.2% from 2016

Average account balance

$64,516

+26.5% from 2016

Annual return

14.31%

+15.62 pp from 2016

Benchmarks

See 25,067 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,067 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.50M

Not enough data

1 years with asset history on file

Average account balance

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

$129K

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.

113.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$681K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+14.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4034

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 codes2E2F2G2J3D

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$30K

$838 / participant

Other / not subdivided$30K100.0%

% of EOY assets

1.375%

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

$64,516

$85,766-24.8%

$136,298-52.7%

$70,126-8.0%

Participation rate

66.7%

74.2%-7.5pp

81.9%-15.3pp

69.5%-2.9pp

Annual return

14.31%

31.46%-17.1pp

5156.27%-5142.0pp

73.15%-58.8pp

Employer contribution / active EE

$1,812

$2,966-38.9%

$4,696-61.4%

$2,343-22.6%

Participant deferral / active EE

$4,897

$5,051-3.1%

$6,247-21.6%

$3,332+47.0%

Admin fee / account holder

$887

$5,421-83.6%

$9,244-90.4%

$4,645-80.9%

KETIV TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KETIV TECHNOLOGIES, INC. 401(K) 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