Retirement plan

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

Name: KETIV TECHNOLOGIES OF CALIFORNIA, INC. - KETIV TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN (2021) 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 2021

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

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$5.4M

+44.3% from 2020

Total participants

+10.5% from 2020

Average account balance

$108,998

+24.1% from 2020

Annual return

31.27%

+26.02 pp from 2020

Benchmarks

See 27,004 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort27,004 peers

Snapshot2021

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

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

$79K

$1586 / participant

Other / not subdivided$79K100.0%

% of EOY assets

1.455%

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

$108,998

$105,200+3.6%

$159,474-31.7%

$85,847+27.0%

Participation rate

74.0%

75.8%-1.8pp

82.8%-8.8pp

69.3%+4.7pp

Annual return

31.27%

45.08%-13.8pp

263.68%-232.4pp

318.61%-287.3pp

Employer contribution / active EE

$3,469

$3,319+4.5%

$4,831-28.2%

$2,565+35.2%

Participant deferral / active EE

$7,887

$5,946+32.7%

$7,353+7.3%

$3,952+99.6%

Admin fee / account holder

$1,586

$6,934-77.1%

$10,802-85.3%

$6,261-74.7%

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