Retirement plan

PETER GLASS DESIGN LLC 401 (K) PROFIT SHARING PLAN AND TRUST

Name: PETER GLASS DESIGN LLC - PETER GLASS DESIGN LLC 401 (K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: PETER GLASS DESIGN LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PETER GLASS DESIGN LLC 401 (K) PROFIT SHARING PLAN AND TRUST, PETER GLASS DESIGN LLC

PETER GLASS DESIGN LLCEIN 41-2063779Plan #002PY 2016

700 MUSTANG CIRCLE - ARROYO GRANDE, CA 93420805-474-8874LinkedIn1-10 employees

Other plans on this EIN

1 filing

#001Retirement-$3.6M assets

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$721K

+15.8% from 2015

Total participants

0.0% from 2015

Average account balance

$180,132

+15.8% from 2015

Annual return

9.05%

+13.06 pp from 2015

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.79M

Not enough data

1 years with asset history on file

Average account balance

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

$2.6M

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$147K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$74K

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

+5.92%

Not enough data

1 years with return on file

Admin fee / account holder

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

$10237

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 codes2E2F2G2J3D

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$8K

$2679 / participant

Other / not subdivided$8K100.0%

% of EOY assets

1.116%

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

$180,132

$135,956+32.5%

$123,894+45.4%

$273,972-34.3%

Participation rate

100.0%

84.1%+15.9pp

81.4%+18.6pp

83.0%+17.0pp

Annual return

9.05%

56.63%-47.6pp

47.52%-38.5pp

41.46%-32.4pp

Employer contribution / active EE

$5,170-100.0%

$4,617-100.0%

$4,869-100.0%

Participant deferral / active EE

$14,000

$6,343+120.7%

$5,984+134.0%

$5,287+164.8%

Admin fee / account holder

$2,010

$9,817-79.5%

$8,357-76.0%

$10,133-80.2%

PETER GLASS DESIGN LLC 401 (K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PETER GLASS DESIGN LLC 401 (K) PROFIT SHARING PLAN AND TRUST

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