Retirement plan

VAULT SILVER JEWELRY 401 K PROFIT SHARING PLAN TRUST

Name: VAULT SILVER JEWELRY - VAULT SILVER JEWELRY 401 K PROFIT SHARING PLAN TRUST (2017) 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 2017

11415 SUNRISE GOLD CIRCLE UNIT - RANCHO CORDOVA, CA 95742916-501-0998LinkedIn1-10 employeesapparel & fashion

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$235K

+306.2% from 2016

Total participants

+100.0% from 2016

Average account balance

$29,429

+204.6% from 2016

Annual return

183.43%

+163.48 pp from 2016

Benchmarks

See 3,171 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,171 peers

Snapshot2017

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$901

$75 / participant

Other / not subdivided$901100.0%

% of EOY assets

0.383%

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

$29,429

$100,901-70.8%

$75,670-61.1%

$147,585-80.1%

Participation rate

66.7%

77.1%-10.5pp

72.3%-5.7pp

82.8%-16.2pp

Annual return

183.43%

35.78%+147.6pp

27.34%+156.1pp

578.57%-395.1pp

Employer contribution / active EE

$1,371

$3,253-57.9%

$2,352-41.7%

$4,876-71.9%

Participant deferral / active EE

$4,624

$4,027+14.8%

$3,142+47.1%

$5,439-15.0%

Admin fee / account holder

$113

$11,285-99.0%

$5,800-98.1%

$10,885-99.0%

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