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 (2020) 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 2020

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

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+11.5% from 2019

Total participants

+8.7% from 2019

Average account balance

$55,147

+11.5% from 2019

Annual return

2.46%

-12.75 pp from 2019

Benchmarks

See 5,720 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,720 peers

Snapshot2020

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$199 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.452%

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

$55,147

$81,208-32.1%

$98,920-44.3%

$79,852-30.9%

Participation rate

80.0%

72.5%+7.5pp

76.0%+4.0pp

69.6%+10.4pp

Annual return

2.46%

60.99%-58.5pp

196.47%-194.0pp

31.72%-29.3pp

Employer contribution / active EE

$1,489

$1,960-24.0%

$2,689-44.6%

$2,471-39.7%

Participant deferral / active EE

$2,255

$3,265-30.9%

$4,245-46.9%

$3,740-39.7%

Admin fee / account holder

$249

$6,013-95.9%

$6,643-96.2%

$5,306-95.3%

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