Retirement plan

GRANDSTONE INT'L INC. RETIREMENT PLAN

Name: GRANDSTONE INTERNATIONAL INC. - GRANDSTONE INT'L INC. RETIREMENT PLAN (2017) 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 2017

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

Other plans on this EIN

1 filing

#001Retirement-$1.7M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$476K

+30.2% from 2016

Total participants

0.0% from 2016

Average account balance

$158,528

+30.2% from 2016

Annual return

14.64%

+8.41 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$158,528

$113,338+39.9%

$94,993+66.9%

$147,586+7.4%

Participation rate

100.0%

78.0%+22.0pp

73.9%+26.1pp

82.8%+17.2pp

Annual return

14.64%

20.80%-6.2pp

27.14%-12.5pp

578.59%-564.0pp

Employer contribution / active EE

$4,380

$3,160+38.6%

$2,603+68.2%

$4,876-10.2%

Participant deferral / active EE

$24,000

$3,777+535.4%

$3,317+623.6%

$5,439+341.3%

Admin fee / account holder

$6,063-100.0%

$4,960-100.0%

$10,886-100.0%

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