Retirement plan

TURN IT UP NOW RETIREMENT PLAN

Name: TURN IT UP NOW - TURN IT UP NOW RETIREMENT PLAN (2017) Form 5500
Creator: TURN IT UP NOW
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TURN IT UP NOW RETIREMENT PLAN, TURN IT UP NOW

TURN IT UP NOWEIN 46-3069017Plan #002PY 2017

P.O. BOX 2435 - RANCHO SANTA FE, CA 92067

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$199K

+1.5% from 2016

Total participants

0.0% from 2016

Average account balance

$99,265

+1.5% from 2016

Annual return

1.53%

-36930.47 pp from 2016

Benchmarks

See 6,539 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort6,539 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$199K

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.

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.53%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$99,265

$165,939-40.2%

$122,354-18.9%

$147,586-32.7%

Participation rate

100.0%

79.6%+20.4pp

71.6%+28.4pp

82.8%+17.2pp

Annual return

1.53%

34.56%-33.0pp

30.28%-28.7pp

578.59%-577.1pp

Employer contribution / active EE

$5,754-100.0%

$4,051-100.0%

$4,876-100.0%

Participant deferral / active EE

$4,005-100.0%

$3,287-100.0%

$5,439-100.0%

Admin fee / account holder

$7,425-100.0%

$5,479-100.0%

$10,886-100.0%

TURN IT UP NOW RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TURN IT UP NOW RETIREMENT 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