Retirement plan

TRI-STATE RETIREMENT PLAN EXCHANGE 401K PLAN

Name: TSS-TRANSPORT SIMULATION SYSTEMS, INC. - TRI-STATE RETIREMENT PLAN EXCHANGE 401K PLAN (2016) Form 5500
Creator: TSS-TRANSPORT SIMULATION SYSTEMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-STATE RETIREMENT PLAN EXCHANGE 401K PLAN, TSS-TRANSPORT SIMULATION SYSTEMS, INC.

TSS-TRANSPORT SIMULATION SYSTEMS, INC.EIN 46-0525028Plan #001PY 2016

20 WEST 22ND STREET, SUITE #612 - NEW YORK, NY 10010917-267-8534

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$135K

+286.5% from 2015

Total participants

+57.1% from 2015

Average account balance

$13,521

+131.9% from 2015

Annual return

12.32%

+12.32 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.54M

Not enough data

1 years with asset history on file

Average account balance

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

$86K

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.

225.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$204K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+15.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8220

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$332 / participant

Other / not subdivided$3K100.0%

% of EOY assets

2.210%

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

$13,521

$83,337-83.8%

$67,834-80.1%

$273,972-95.1%

Participation rate

88.9%

76.4%+12.5pp

68.8%+20.1pp

83.0%+5.9pp

Annual return

12.32%

259.45%-247.1pp

138.47%-126.2pp

41.46%-29.1pp

Employer contribution / active EE

$5,383

$3,287+63.8%

$2,403+124.0%

$4,869+10.6%

Participant deferral / active EE

$5,684

$4,088+39.0%

$3,160+79.9%

$5,287+7.5%

Admin fee / account holder

$299

$6,752-95.6%

$4,622-93.5%

$10,133-97.1%

TRI-STATE RETIREMENT PLAN EXCHANGE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-STATE RETIREMENT PLAN EXCHANGE 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