Retirement plan

GRANDSTONE INT'L INC. RETIREMENT PLAN

Name: GRANDSTONE INTERNATIONAL INC. - GRANDSTONE INT'L INC. RETIREMENT PLAN (2015) Form 5500
Creator: GRANDSTONE INTERNATIONAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRANDSTONE INT'L INC. RETIREMENT PLAN, GRANDSTONE INTERNATIONAL INC.

GRANDSTONE INTERNATIONAL INC.EIN 33-0595068Plan #002PY 2015

1400 S. ORANGE AVE. - MONTEREY PARK, CA 91755626-288-2868

Other plans on this EIN

1 filing

#001Retirement-$1.3M assets

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$291K

No prior year

Total participants

No prior year

Average account balance

$97,161

No prior year

Annual return

2.20%

No prior year

Benchmarks

See 5,785 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort5,785 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.29M

Not enough data

1 years with asset history on file

Average account balance

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

$430K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$96K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$32K

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

-0.60%

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

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$97,161

$97,881-0.7%

$80,004+21.4%

$125,389-22.5%

Participation rate

100.0%

77.9%+22.1pp

73.0%+27.0pp

83.2%+16.8pp

Annual return

2.20%

9.36%-7.2pp

7.63%-5.4pp

282.24%-280.0pp

Employer contribution / active EE

$2,460

$3,128-21.3%

$2,473-0.5%

$4,866-49.4%

Participant deferral / active EE

$3,744-100.0%

$3,204-100.0%

$5,352-100.0%

Admin fee / account holder

$6,278-100.0%

$5,033-100.0%

$9,541-100.0%

GRANDSTONE INT'L INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRANDSTONE INT'L INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion