Retirement plan

SIGNWORKS, INC., 401(K) PLAN

Name: SIGNWORKS, INC. - SIGNWORKS, INC., 401(K) PLAN (2016) Form 5500
Creator: SIGNWORKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGNWORKS, INC., 401(K) PLAN, SIGNWORKS, INC.

SIGNWORKS, INC.EIN 47-0359050Plan #001PY 2016

4713 F STREET - OMAHA, NE 68117402-346-5447signworksomaha.comLinkedIn11-50 employeesconsumer goods

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$941K

No prior year

Total participants

No prior year

Average account balance

$52,274

No prior year

Annual return

12.32%

No prior year

Benchmarks

See 21,241 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,241 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.31M

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.

87.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+13.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5337

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 codes2J3E

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.
3E
One-participant plan combining with another plan
A one-participant plan that satisfies minimum coverage requirements of section 410(b) only when combined with another plan of the employer.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$18K

$1210 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.929%

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

$52,274

$88,707-41.1%

$74,184-29.5%

$273,972-80.9%

Participation rate

100.0%

79.4%+20.6pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

12.32%

11.94%+0.4pp

17.74%-5.4pp

41.46%-29.1pp

Employer contribution / active EE

$654

$3,159-79.3%

$2,370-72.4%

$4,869-86.6%

Participant deferral / active EE

$3,070

$4,212-27.1%

$3,550-13.5%

$5,287-41.9%

Admin fee / account holder

$1,008

$8,717-88.4%

$5,586-82.0%

$10,133-90.1%

SIGNWORKS, INC., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIGNWORKS, 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