Retirement plan

SNAPDOCS 401(K) PLAN

Name: SNAPDOCS, INC. - SNAPDOCS 401(K) PLAN (2025) Form 5500
Creator: SNAPDOCS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SNAPDOCS 401(K) PLAN, SNAPDOCS, INC.

SNAPDOCS, INC.EIN 46-4305179Plan #001PY 2025

440 N. BARRANCA AVENUE, #2220 - COVINA, CA 91723469-237-5300snapdocs.comLinkedIn501-1000 employeescomputer software

Prospect flagsFailed to transmit contributionsCorrective distributions

How to read this page

Total assets (EOY)

$29.5M

+20.6% from 2024

Total participants

427

+2.4% from 2024

Average account balance

$72,088

+18.5% from 2024

Annual return

19.04%

-2.15 pp from 2024

Benchmarks

See 322 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants100-249

Cohort322 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$29.48M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

409

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.

92.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+19.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$176

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

Top 2 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$60,927
GREAT-WEST LIFE & ANNUITY INSURANCE4 years Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$11,054

Plan features & details

Pension benefit codes2S2F2K2E2G3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

2 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$72K

$309 / participant

Recordkeeping$61K84.6%
Investment mgmt$11K15.4%

% of EOY assets

0.244%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BERNARD ROBINSON & COMPANY, LLP
Auditor EIN: 560571159
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$72,088

$82,879-13.0%

$96,576-25.4%

$67,986+6.0%

Participation rate

92.3%

75.2%+17.1pp

81.4%+10.8pp

57.2%+35.1pp

Annual return

19.04%

36.90%-17.9pp

38.47%-19.4pp

31.67%-12.6pp

Employer contribution / active EE

$5,035

$2,727+84.6%

$3,553+41.7%

$2,019+149.4%

Participant deferral / active EE

$10,200

$6,976+46.2%

$7,956+28.2%

$3,358+203.7%

Admin fee / account holder

$176

$2,783-93.7%

$11,381-98.5%

$3,203-94.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$60,927

GREAT-WEST LIFE & ANNUITY INSURANCE4 years

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$11,054

SNAPDOCS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SNAPDOCS 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