Retirement plan

VAULT SILVER JEWELRY 401 K PROFIT SHARING PLAN TRUST

Name: VAULT SILVER JEWELRY - VAULT SILVER JEWELRY 401 K PROFIT SHARING PLAN TRUST (2016) Form 5500
Creator: VAULT SILVER JEWELRY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAULT SILVER JEWELRY 401 K PROFIT SHARING PLAN TRUST, VAULT SILVER JEWELRY

VAULT SILVER JEWELRYEIN 46-5248384Plan #001PY 2016

11415 SUNRISE GOLD CIRCLE UNIT - RANCHO CORDOVA, CA 95742916-501-7677LinkedIn1-10 employeesapparel & fashion

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$58K

No prior year

Total participants

No prior year

Average account balance

$9,661

No prior year

Annual return

19.95%

No prior year

Benchmarks

See 3,036 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,036 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.71M

Not enough data

1 years with asset history on file

Average account balance

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

$214K

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.

160.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+19.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4148

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 codes2E2F2G2J2T3D

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$15

$3 / participant

Other / not subdivided$15100.0%

% of EOY assets

0.026%

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

$9,661

$96,956-90.0%

$69,779-86.2%

$273,972-96.5%

Participation rate

100.0%

77.1%+22.9pp

71.8%+28.2pp

83.0%+17.0pp

Annual return

19.95%

12.93%+7.0pp

12.99%+7.0pp

41.46%-21.5pp

Employer contribution / active EE

$2,610

$3,316-21.3%

$2,338+11.6%

$4,869-46.4%

Participant deferral / active EE

$1,618

$3,744-56.8%

$2,931-44.8%

$5,287-69.4%

Admin fee / account holder

$7,934-100.0%

$4,381-99.9%

$10,133-100.0%

VAULT SILVER JEWELRY 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VAULT SILVER JEWELRY 401 K PROFIT SHARING PLAN TRUST

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