Retirement plan

ENTEGRAL SOLUTIONS 401K PLAN

Name: E3 ENTEGRAL SOLUTIONS, INC. - ENTEGRAL SOLUTIONS 401K PLAN (2016) Form 5500
Creator: E3 ENTEGRAL SOLUTIONS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENTEGRAL SOLUTIONS 401K PLAN, E3 ENTEGRAL SOLUTIONS, INC.

E3 ENTEGRAL SOLUTIONS, INC.EIN 45-5413409Plan #001PY 2016

2040 HIGHLAND VILLAGE RD., STE 100 - HIGHLAND VILLAGE, TX 75077972-325-1919e3es.comLinkedIn51-200 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+81.1% from 2015

Total participants

+27.6% from 2015

Average account balance

$38,401

+40.9% from 2015

Annual return

37.40%

+43.31 pp from 2015

Benchmarks

See 530 peers

Peer group

Industry22 - Utilities

Plan typeDefined contribution

Participants25-99

Cohort530 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$8.02M

Not enough data

1 years with asset history on file

Average account balance

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

$138K

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.

101.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$865K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4518

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 codes2E2G2J2T3D

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.
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

1 tripped

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

$245

$8 / participant

Other / not subdivided$245100.0%

% of EOY assets

0.018%

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

$38,401

$66,764-42.5%

$88,497-56.6%

$62,881-38.9%

Participation rate

96.8%

77.3%+19.5pp

82.4%+14.4pp

69.3%+27.5pp

Annual return

37.40%

10.37%+27.0pp

7.63%+29.8pp

20.14%+17.3pp

Employer contribution / active EE

$1,398

$3,077-54.6%

$4,036-65.4%

$2,281-38.7%

Participant deferral / active EE

$9,378

$3,976+135.9%

$4,899+91.4%

$3,203+192.8%

Admin fee / account holder

$4,668-99.9%

$6,220-99.9%

$4,296-99.8%

ENTEGRAL SOLUTIONS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENTEGRAL SOLUTIONS 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