Retirement plan

VACAYSTAY CONNECT LLC 401 K PROFIT SHARING PLAN TRUST

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

VACAYSTAY CONNECT LLCEIN 45-4785355Plan #001PY 2016

200 WEST MADISON STREET - CHICAGO, IL 60606847-784-9990vacayhomeconnect.comLinkedIn11-50 employeesleisure, travel & tourism

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$173K

+70.4% from 2015

Total participants

-3.6% from 2015

Average account balance

$17,347

+70.4% from 2015

Annual return

10.06%

+8.98 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$725K

Not enough data

1 years with asset history on file

Average account balance

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

$36K

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.

90.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$163K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+15.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1960

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

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

$17,347

$48,078-63.9%

$78,676-78.0%

$62,881-72.4%

Participation rate

34.6%

65.2%-30.6pp

73.6%-38.9pp

69.3%-34.7pp

Annual return

10.06%

31.36%-21.3pp

62.19%-52.1pp

20.14%-10.1pp

Employer contribution / active EE

$2,015-100.0%

$2,850-100.0%

$2,281-100.0%

Participant deferral / active EE

$2,363

$2,587-8.7%

$3,517-32.8%

$3,203-26.2%

Admin fee / account holder

$3,206-100.0%

$4,510-100.0%

$4,296-100.0%

VACAYSTAY CONNECT LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VACAYSTAY CONNECT LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion