Retirement plan

STC SOFTWARE DESIGN AND STRATEGY, INC 401(K) PROFIT SHARING PLAN

Name: STC SOFTWARE DESIGN AND STRATEGY, INC. - STC SOFTWARE DESIGN AND STRATEGY, INC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: STC SOFTWARE DESIGN AND STRATEGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STC SOFTWARE DESIGN AND STRATEGY, INC 401(K) PROFIT SHARING PLAN, STC SOFTWARE DESIGN AND STRATEGY, INC.

STC SOFTWARE DESIGN AND STRATEGY, INC.EIN 46-4254249Plan #001PY 2017

1839 HILLSBORO AVE - LOS ANGELES, CA 90035310-435-5509

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$720K

+65.6% from 2016

Total participants

+16.7% from 2016

Average account balance

$102,902

+42.0% from 2016

Annual return

15.97%

+11.40 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$807K

Not enough data

1 years with asset history on file

Average account balance

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

$115K

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

+13.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1124

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 codes2E2J3D

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.
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

$102,902

$150,447-31.6%

$136,298-24.5%

$147,586-30.3%

Participation rate

100.0%

84.4%+15.6pp

81.9%+18.1pp

82.8%+17.2pp

Annual return

15.97%

1049.15%-1033.2pp

5156.27%-5140.3pp

578.59%-562.6pp

Employer contribution / active EE

$15,429

$5,256+193.5%

$4,696+228.6%

$4,876+216.4%

Participant deferral / active EE

$15,429

$6,631+132.7%

$6,247+147.0%

$5,439+183.7%

Admin fee / account holder

$10,906-100.0%

$9,244-100.0%

$10,886-100.0%

STC SOFTWARE DESIGN AND STRATEGY, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STC SOFTWARE DESIGN AND STRATEGY, INC 401(K) PROFIT SHARING 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