Retirement plan

MONKEYBRAINS 401(K) PLAN

Name: MONKEYBRAINS - MONKEYBRAINS 401(K) PLAN (2018) 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 2018

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$630K

+30.4% from 2017

Total participants

+37.8% from 2017

Average account balance

$16,148

-3.0% from 2017

Annual return

-8.60%

-22.86 pp from 2017

Benchmarks

See 2,968 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,968 peers

Snapshot2018

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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$32 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.219%

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

$16,148

$58,587-72.4%

$83,322-80.6%

$64,173-74.8%

Participation rate

72.1%

72.0%+0.1pp

77.8%-5.7pp

69.6%+2.5pp

Annual return

-8.60%

9.65%-18.3pp

10.64%-19.2pp

7.63%-16.2pp

Employer contribution / active EE

$2,072

$2,098-1.3%

$3,379-38.7%

$2,381-13.0%

Participant deferral / active EE

$2,313

$4,654-50.3%

$5,565-58.4%

$3,470-33.3%

Admin fee / account holder

$35

$9,279-99.6%

$7,540-99.5%

$4,887-99.3%

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