Retirement plan

BLIPSHIFT 401 K PROFIT SHARING PLAN

Name: WUZZY WHEELS, INC - BLIPSHIFT 401 K PROFIT SHARING PLAN (2017) Form 5500
Creator: WUZZY WHEELS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BLIPSHIFT 401 K PROFIT SHARING PLAN, WUZZY WHEELS, INC

WUZZY WHEELS, INCdba BLIPSHIFTEIN 45-3040264Plan #001PY 2017

39-13 23RD STREET, 2ND FLOOR - LONG ISLAND CITY, NY 11101914-432-2547

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$349K

+36.2% from 2016

Total participants

-11.1% from 2016

Average account balance

$58,085

+36.2% from 2016

Annual return

10.54%

+4.79 pp from 2016

Benchmarks

See 7,344 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,344 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$174K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$78K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

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

+12.19%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3233

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$404

$58 / participant

Other / not subdivided$404100.0%

% of EOY assets

0.116%

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

$58,085

$113,338-48.8%

$94,993-38.9%

$147,586-60.6%

Participation rate

71.4%

78.0%-6.5pp

73.9%-2.5pp

82.8%-11.4pp

Annual return

10.54%

20.80%-10.3pp

27.14%-16.6pp

578.59%-568.1pp

Employer contribution / active EE

$2,198

$3,160-30.4%

$2,603-15.6%

$4,876-54.9%

Participant deferral / active EE

$7,217

$3,777+91.1%

$3,317+117.6%

$5,439+32.7%

Admin fee / account holder

$67

$6,063-98.9%

$4,960-98.6%

$10,886-99.4%

BLIPSHIFT 401 K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLIPSHIFT 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