Retirement plan

ITERABLE 401(K) PLAN

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

ITERABLE, INC.EIN 46-2289594Plan #001PY 2016

929 MARKET ST., SUITE 500 - SAN FRANCISCO, CA 94103415-483-5375iterable.comLinkedIn501-1000 employeescomputer software

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$342K

No prior year

Total participants

No prior year

Average account balance

$10,696

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 2,876 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,876 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44.94M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

698

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.

93.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$8.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+20.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$12

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 codes2E2J2F2G3D

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.
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

$1K

$38 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.386%

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

$10,696

$56,287-81.0%

$80,977-86.8%

$62,881-83.0%

Participation rate

85.7%

68.9%+16.8pp

75.8%+9.9pp

69.3%+16.4pp

Annual return

0.00%

22.13%-22.1pp

17.11%-17.1pp

20.14%-20.1pp

Employer contribution / active EE

$1,943-100.0%

$3,715-100.0%

$2,281-100.0%

Participant deferral / active EE

$5,123

$4,196+22.1%

$5,696-10.1%

$3,203+59.9%

Admin fee / account holder

$41

$3,742-98.9%

$5,517-99.3%

$4,296-99.0%

ITERABLE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ITERABLE 401(K) 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