Retirement plan

PERANICH REPORTING, INC. 401K

Name: PERANICH REPORTING, INC. - PERANICH REPORTING, INC. 401K (2017) Form 5500
Creator: PERANICH REPORTING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PERANICH REPORTING, INC. 401K, PERANICH REPORTING, INC.

PERANICH REPORTING, INC.EIN 33-0735624Plan #002PY 2017

1148 S BROMLEY CT - ANAHEIM, CA 928082528714-602-6667peranichreporting.comLinkedIn1-10 employeeslegal services

Other plans on this EIN

1 filing

#001Retirement-$516K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$638K

+17.0% from 2016

Total participants

0.0% from 2016

Average account balance

$319,033

+17.0% from 2016

Annual return

17.03%

+8.62 pp from 2016

Benchmarks

See 592 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Cohort592 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.32M

Not enough data

1 years with asset history on file

Average account balance

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

$441K

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+18.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4007

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 codes2E3D2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$319,033

$225,748+41.3%

$136,298+134.1%

Participation rate

0.0%

69.2%-69.2pp

81.9%-81.9pp

Annual return

17.03%

13.52%+3.5pp

5156.27%-5139.2pp

Employer contribution / active EE

$3,134-100.0%

$4,696-100.0%

Participant deferral / active EE

$4,803-100.0%

$6,247-100.0%

Admin fee / account holder

$10,864-100.0%

$9,244-100.0%

PERANICH REPORTING, INC. 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PERANICH REPORTING, INC. 401K

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