Retirement plan

SEQUOIA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Name: SEQUOIA HOLDINGS, INC. - SEQUOIA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN (2015) Form 5500
Creator: SEQUOIA HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEQUOIA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN, SEQUOIA HOLDINGS, INC.

SEQUOIA HOLDINGS, INC.EIN 45-5253341Plan #001PY 2015

1818 LIBRARY STREET, SUITE 500 - RESTON, VA 20190703-436-6980

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

No prior year

Total participants

No prior year

Average account balance

$62,209

No prior year

Annual return

59.00%

No prior year

Benchmarks

See 7,498 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,498 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$25.87M

Not enough data

1 years with asset history on file

Average account balance

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

$99K

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.

262

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.

99.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.07M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$24K

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

+34.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$376

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

1 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 codes2E2J3D2G2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$160K

$5701 / participant

Other / not subdivided$160K100.0%

% of EOY assets

7.331%

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

$62,209

$82,028-24.2%

$123,105-49.5%

$59,633+4.3%

Participation rate

100.0%

83.2%+16.8pp

86.8%+13.2pp

68.7%+31.3pp

Annual return

59.00%

5.12%+53.9pp

13.22%+45.8pp

2041.45%-1982.5pp

Employer contribution / active EE

$11,234

$3,297+240.8%

$5,151+118.1%

$2,203+410.0%

Participant deferral / active EE

$9,440

$4,667+102.3%

$6,229+51.5%

$3,192+195.8%

Admin fee / account holder

$4,561

$5,879-22.4%

$9,014-49.4%

$4,297+6.1%

SEQUOIA HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEQUOIA HOLDINGS, INC. 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