Retirement plan

INTERDESIGN, INC. PROFIT SHARING PLAN

Name: INTERDESIGN, INC. - INTERDESIGN, INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: INTERDESIGN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INTERDESIGN, INC. PROFIT SHARING PLAN, INTERDESIGN, INC.

INTERDESIGN, INC.EIN 34-1145527Plan #001PY 2017

30725 SOLON INDUSTRIAL PARKWAY - SOLON, OH 44139440-248-0178

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$30.5M

+11.9% from 2016

Total participants

424

+29.3% from 2016

Average account balance

$93,463

+0.5% from 2016

Annual return

14.49%

+6.67 pp from 2016

Benchmarks

See 2,359 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,359 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$23.97M

Not enough data

1 years with asset history on file

Average account balance

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

$82K

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.

292

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.

80.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+31.34%

Not enough data

1 years with return on file

Admin fee / account holder

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

$23

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS Service code 99 · EIN 35-1151034	Other Fees	$59,307
VOYA RETIREMENT INSURANCE & ANNUITY3+ years Service code 64 · EIN 71-0294708	Recordkeeping Fees	$2,500

Plan features & details

Pension benefit codes3D2E2J2F2H2T

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.

Expense breakdown

Schedule H Part II

Admin total

$3K

$8 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.008%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: RSM US LLP
Auditor EIN: 420714325
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$93,463

$69,305+34.9%

$82,313+13.5%

$69,631+34.2%

Participation rate

70.3%

80.3%-10.0pp

76.9%-6.6pp

70.7%-0.4pp

Annual return

14.49%

21.47%-7.0pp

25.88%-11.4pp

27571.02%-27556.5pp

Employer contribution / active EE

$4,495

$1,887+138.2%

$2,428+85.1%

$2,032+121.2%

Participant deferral / active EE

$2,914

$3,568-18.3%

$3,706-21.4%

$3,224-9.6%

Admin fee / account holder

$97-92.1%

$5,608-99.9%

$110-93.1%

Provider

Service type

Compensation

LINCOLN NATIONAL CORPORATION2 years

Filed as: LINCOLN FINANCIAL ADVISORS

Service code 99 · EIN 35-1151034

Other Fees

$59,307

VOYA RETIREMENT INSURANCE & ANNUITY3+ years

Service code 64 · EIN 71-0294708

Recordkeeping Fees

$2,500

INTERDESIGN, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INTERDESIGN, INC. 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