Retirement plan

MONKEYBRAINS 401(K) PLAN

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

MONKEYBRAINSEIN 35-2274195Plan #001PY 2017

286 12TH ST - SAN FRANCISCO, CA 94103415-974-1313

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$483K

+58.5% from 2016

Total participants

+27.6% from 2016

Average account balance

$16,647

+53.1% from 2016

Annual return

14.26%

-0.96 pp from 2016

Benchmarks

See 2,903 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,903 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.32M

Not enough data

1 years with asset history on file

Average account balance

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

$37K

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.

145.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$352K

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

+12.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2582

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 codes2E3D2G2J2F2T

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.
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$33 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.209%

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

$16,647

$64,359-74.1%

$90,161-81.5%

$70,126-76.3%

Participation rate

74.2%

70.4%+3.8pp

76.9%-2.7pp

69.5%+4.7pp

Annual return

14.26%

28.13%-13.9pp

34.89%-20.6pp

73.15%-58.9pp

Employer contribution / active EE

$2,338

$2,046+14.3%

$3,318-29.5%

$2,343-0.2%

Participant deferral / active EE

$2,011

$4,389-54.2%

$5,287-62.0%

$3,332-39.6%

Admin fee / account holder

$35

$3,945-99.1%

$5,943-99.4%

$4,645-99.3%

MONKEYBRAINS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MONKEYBRAINS 401(K) 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