Retirement plan

SOLI AND SOLI INCORPORATED401(K) PROFIT SHARING PL & TR

Name: SOLIS INSTY PRINTS PLUS, INC. - SOLI AND SOLI INCORPORATED401(K) PROFIT SHARING PL & TR (2018) Form 5500
Creator: SOLIS INSTY PRINTS PLUS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOLI AND SOLI INCORPORATED401(K) PROFIT SHARING PL & TR, SOLIS INSTY PRINTS PLUS, INC.

SOLIS INSTY PRINTS PLUS, INC.EIN 43-1111618Plan #002PY 2018

PO BOX 7190 - SHAWNEE MISSION, KS 66207913-648-5526

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$793K

+16.6% from 2017

Total participants

-4.2% from 2017

Average account balance

$39,659

+16.6% from 2017

Annual return

5.90%

-2.83 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.61M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

86.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+5.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2309

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 codes3D2E2F2G2J

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

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

$8K

$344 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.997%

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

$39,659

$99,032-60.0%

$80,022-50.4%

$135,380-70.7%

Participation rate

87.0%

78.4%+8.6pp

75.8%+11.1pp

82.6%+4.3pp

Annual return

5.90%

15.39%-9.5pp

11.22%-5.3pp

519.81%-513.9pp

Employer contribution / active EE

$1,434

$3,043-52.9%

$2,468-41.9%

$4,779-70.0%

Participant deferral / active EE

$2,039

$4,282-52.4%

$3,686-44.7%

$5,609-63.6%

Admin fee / account holder

$395

$10,436-96.2%

$6,521-93.9%

$10,828-96.3%

SOLI AND SOLI INCORPORATED401(K) PROFIT SHARING PL & TR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOLI AND SOLI INCORPORATED401(K) PROFIT SHARING PL & TR

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