Retirement plan

EXPERIENCE - INTERACTION LLC 401K PLAN

Name: EXPERIENCE - INTERACTION LLC - EXPERIENCE - INTERACTION LLC 401K PLAN (2019) Form 5500
Creator: EXPERIENCE - INTERACTION LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EXPERIENCE - INTERACTION LLC 401K PLAN, EXPERIENCE - INTERACTION LLC

EXPERIENCE - INTERACTION LLCEIN 45-4952398Plan #001PY 2019

55 WASHINGTON STREET, SUITE 320 - BROOKLYN, NY 11201917-941-3055

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$435K

+164.3% from 2018

Total participants

+75.0% from 2018

Average account balance

$18,926

+26.4% from 2018

Annual return

56.48%

+77.00 pp from 2018

Benchmarks

See 119,329 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort119,329 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

135.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$377K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+20.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3527

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 codes2E2F2G2J2T3B3D

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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$96 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.530%

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

$18,926

$157,304-88.0%

$141,197-86.6%

$152,909-87.6%

Participation rate

79.2%

84.8%-5.7pp

82.5%-3.3pp

Annual return

56.48%

64.34%-7.9pp

71.41%-14.9pp

345.46%-289.0pp

Employer contribution / active EE

$3,105

$5,263-41.0%

$4,736-34.4%

$4,764-34.8%

Participant deferral / active EE

$4,294

$7,111-39.6%

$6,710-36.0%

$5,851-26.6%

Admin fee / account holder

$100

$12,126-99.2%

$10,265-99.0%

$11,601-99.1%

EXPERIENCE - INTERACTION LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EXPERIENCE - INTERACTION LLC 401K 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