Retirement plan

KAPP TECHNOLOGIES L.P. 401(K) SAVINGS AND RETIREMENT PLAN

Name: KAPP TECHNOLOGIES L.P. - KAPP TECHNOLOGIES L.P. 401(K) SAVINGS AND RETIREMENT PLAN (2020) Form 5500
Creator: KAPP TECHNOLOGIES L.P.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAPP TECHNOLOGIES L.P. 401(K) SAVINGS AND RETIREMENT PLAN, KAPP TECHNOLOGIES L.P.

KAPP TECHNOLOGIES L.P.EIN 36-3340294Plan #003PY 2020

2870 WILDERNESS PLACE - BOULDER, CO 80301303-447-1130

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$9.1M

+26.4% from 2019

Total participants

+5.1% from 2019

Average account balance

$245,766

+12.8% from 2019

Annual return

21.64%

+0.55 pp from 2019

Benchmarks

See 14,879 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,879 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$12.02M

Not enough data

1 years with asset history on file

Average account balance

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

$300K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$548K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+16.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7453

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 codes2E2F2G2J2T3B3D3H

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$114K

$3342 / participant

Other / not subdivided$114K100.0%

% of EOY assets

1.249%

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

$245,766

$78,423+213.4%

$95,964+156.1%

$79,856+207.8%

Participation rate

88.2%

73.5%+14.7pp

77.1%+11.2pp

69.6%+18.6pp

Annual return

21.64%

19.37%+2.3pp

91.64%-70.0pp

31.71%-10.1pp

Employer contribution / active EE

$4,408

$1,945+126.6%

$2,541+73.4%

$2,471+78.4%

Participant deferral / active EE

$8,324

$3,440+142.0%

$4,167+99.8%

$3,741+122.5%

Admin fee / account holder

$3,071

$5,622-45.4%

$6,797-54.8%

$5,306-42.1%

KAPP TECHNOLOGIES L.P. 401(K) SAVINGS AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAPP TECHNOLOGIES L.P. 401(K) SAVINGS AND RETIREMENT 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