Retirement plan

ORCAM, INC. UNDER TRI-STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN

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

ORCAM, INC.EIN 46-3952257Plan #001PY 2016

99 JERICHO TURNPIKE - JERICHO, NY 11753516-568-1110

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$25K

+267.9% from 2015

Total participants

+166.7% from 2015

Average account balance

$3,064

+38.0% from 2015

Annual return

3.81%

+3.81 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$515K

Not enough data

1 years with asset history on file

Average account balance

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

$11K

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.

4500.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$162K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$162K

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

+14.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7776

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 codes2E2F2G2J3D

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

$154

$22 / participant

Other / not subdivided$154100.0%

% of EOY assets

0.628%

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

$3,064

$105,623-97.1%

$87,502-96.5%

$273,972-98.9%

Participation rate

100.0%

78.2%+21.8pp

73.8%+26.2pp

83.0%+17.0pp

Annual return

3.81%

12.26%-8.4pp

12.21%-8.4pp

41.46%-37.6pp

Employer contribution / active EE

$1,916

$3,141-39.0%

$2,550-24.9%

$4,869-60.7%

Participant deferral / active EE

$597

$3,601-83.4%

$3,149-81.0%

$5,287-88.7%

Admin fee / account holder

$19

$4,781-99.6%

$4,221-99.5%

$10,133-99.8%

ORCAM, INC. UNDER TRI-STATE RETIREMENT PLAN EXCHANGE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ORCAM, INC. UNDER TRI-STATE RETIREMENT PLAN EXCHANGE 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