Retirement plan

361 USA, INC. 401(K) PLAN

Name: 361 USA, INC. - 361 USA, INC. 401(K) PLAN (2018) Form 5500
Creator: 361 USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, 361 USA, INC. 401(K) PLAN, 361 USA, INC.

361 USA, INC.EIN 46-5592706Plan #001PY 2018

18 GOODYEAR - IRVINE, CA 92618949-600-7752LinkedIn1-10 employees

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$505K

+63.7% from 2017

Total participants

0.0% from 2017

Average account balance

$56,145

+45.5% from 2017

Annual return

32.53%

+10.14 pp from 2017

Benchmarks

See 3,311 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort3,311 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$482K

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+14.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

$397

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 codes2J3D

Plan features

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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$218 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.389%

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

$56,145

$91,911-38.9%

$68,612-18.2%

$135,380-58.5%

Participation rate

88.9%

76.7%+12.1pp

72.2%+16.7pp

82.6%+6.2pp

Annual return

32.53%

-8.22%+40.8pp

-4.63%+37.2pp

519.81%-487.3pp

Employer contribution / active EE

$3,924-100.0%

$2,625-100.0%

$4,779-100.0%

Participant deferral / active EE

$10,696

$4,315+147.9%

$3,311+223.0%

$5,609+90.7%

Admin fee / account holder

$218

$9,240-97.6%

$5,131-95.7%

$10,828-98.0%

361 USA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

361 USA, INC. 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