Retirement plan

IMAGING PHYSICS, LLC SAFE HARBOR 401(K) PLAN

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

IMAGING PHYSICS, LLCEIN 35-2352385Plan #001PY 2017

4051 RIVER RIDGE CHASE - MARIETTA, GA 30067404-313-2335LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$344K

+17.3% from 2016

Total participants

-20.0% from 2016

Average account balance

$114,800

+56.4% from 2016

Annual return

22.08%

+14.12 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.21M

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.69%

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 codes2E2F2J2T3D

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).
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$53K

$13320 / participant

Other / not subdivided$53K100.0%

% of EOY assets

15.471%

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

$114,800

$101,063+13.6%

$81,473+40.9%

$147,586-22.2%

Participation rate

75.0%

74.5%+0.5pp

68.0%+7.0pp

82.8%-7.8pp

Annual return

22.08%

32.41%-10.3pp

38.78%-16.7pp

578.59%-556.5pp

Employer contribution / active EE

$2,600

$3,206-18.9%

$2,568+1.3%

$4,876-46.7%

Participant deferral / active EE

$7,200

$4,242+69.7%

$3,537+103.6%

$5,439+32.4%

Admin fee / account holder

$17,760

$5,812+205.6%

$4,561+289.4%

$10,886+63.2%

IMAGING PHYSICS, LLC SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IMAGING PHYSICS, LLC SAFE HARBOR 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