Retirement plan

WORLD SINGLES, LLC 401(K) PROFIT SHARING PLAN

Name: WORLD SINGLES, LLC - WORLD SINGLES, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: WORLD SINGLES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORLD SINGLES, LLC 401(K) PROFIT SHARING PLAN, WORLD SINGLES, LLC

WORLD SINGLES, LLCEIN 36-4493608Plan #001PY 2020

27831 NE 47TH ST. - REDMOND, WA 98053949-861-0222LinkedIn11-50 employeestelecommunications

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$185K

+29.8% from 2019

Total participants

-7.7% from 2019

Average account balance

$18,456

+29.8% from 2019

Annual return

17.05%

-2.13 pp from 2019

Benchmarks

See 36,205 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort36,205 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$304K

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$16K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+14.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$787

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$209 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.248%

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

$18,456

$100,911-81.7%

$90,440-79.6%

$158,966-88.4%

Participation rate

81.8%

75.0%+6.8pp

72.7%+9.1pp

82.0%-0.1pp

Annual return

17.05%

1726.62%-1709.6pp

1294.38%-1277.3pp

302.95%-285.9pp

Employer contribution / active EE

$12

$3,690-99.7%

$3,263-99.6%

$4,762-99.7%

Participant deferral / active EE

$1,654

$4,348-62.0%

$3,964-58.3%

$5,983-72.3%

Admin fee / account holder

$230

$6,507-96.5%

$5,615-95.9%

$11,250-98.0%

WORLD SINGLES, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORLD SINGLES, LLC 401(K) 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