Retirement plan

PRINT SYNERGY SOLUTIONS, LLC 401(K) PLAN

Name: PRINT SYNERGY SOLUTIONS, LLC - PRINT SYNERGY SOLUTIONS, LLC 401(K) PLAN (2016) Form 5500
Creator: PRINT SYNERGY SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINT SYNERGY SOLUTIONS, LLC 401(K) PLAN, PRINT SYNERGY SOLUTIONS, LLC

PRINT SYNERGY SOLUTIONS, LLCEIN 45-2604326Plan #001PY 2016

129 LIBERTY STREET - BROCKTON, MA 02301508-587-5200

Prospect flagsLow employer contributionLow fidelity bond

How to read this page

Total assets (EOY)

$1.9M

+8.3% from 2015

Total participants

-6.1% from 2015

Average account balance

$70,402

+16.3% from 2015

Annual return

5.82%

+7.40 pp from 2015

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.76M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$59K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15371

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 codes2E2G2J3D

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.
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.
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

$718

$48 / participant

Other / not subdivided$718100.0%

% of EOY assets

0.038%

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

$70,402

$99,079-28.9%

$78,002-9.7%

$273,972-74.3%

Participation rate

73.3%

78.6%-5.2pp

75.5%-2.2pp

83.0%-9.7pp

Annual return

5.82%

217.93%-212.1pp

425.99%-420.2pp

41.46%-35.6pp

Employer contribution / active EE

$3,308-100.0%

$2,470-100.0%

$4,869-100.0%

Participant deferral / active EE

$2,916

$4,306-32.3%

$3,497-16.6%

$5,287-44.8%

Admin fee / account holder

$27

$8,954-99.7%

$5,481-99.5%

$10,133-99.7%

PRINT SYNERGY SOLUTIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRINT SYNERGY SOLUTIONS, LLC 401(K) 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