Retirement plan

HARPER CONTROL SOLUTIONS INC 401K PLAN

Name: HARPER CONTROL SOLUTIONS INC - HARPER CONTROL SOLUTIONS INC 401K PLAN (2017) Form 5500
Creator: HARPER CONTROL SOLUTIONS INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HARPER CONTROL SOLUTIONS INC 401K PLAN, HARPER CONTROL SOLUTIONS INC

HARPER CONTROL SOLUTIONS INCEIN 46-0991505Plan #003PY 2017

1010 WASHINGTON BLVD. - STAMFORD, CT 069012202203-964-1900harpervalves.comLinkedIn1-10 employees

Other plans on this EIN

1 filing

#002Retirement-$213K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.5M

+28.2% from 2016

Total participants

+22.2% from 2016

Average account balance

$138,776

+4.9% from 2016

Annual return

12.19%

+9.88 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.81M

Not enough data

1 years with asset history on file

Average account balance

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

$272K

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.

200.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+11.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5119

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
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).

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

$138,776

$98,240+41.3%

$82,312+68.6%

$147,586-6.0%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

12.19%

30.85%-18.7pp

25.88%-13.7pp

578.59%-566.4pp

Employer contribution / active EE

$13,623

$3,192+326.8%

$2,428+461.0%

$4,876+179.4%

Participant deferral / active EE

$7,521

$4,383+71.6%

$3,706+102.9%

$5,439+38.3%

Admin fee / account holder

$8,563-100.0%

$5,608-100.0%

$10,886-100.0%

HARPER CONTROL SOLUTIONS INC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

HARPER CONTROL SOLUTIONS INC 401K PLAN

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