Retirement plan

INDOCHINE ENTERPRISES, INCORPORATED 401(K)PLAN

Name: INDOCHINE ENTERPRISES, INCORPORATED - INDOCHINE ENTERPRISES, INCORPORATED 401(K)PLAN (2017) Form 5500
Creator: INDOCHINE ENTERPRISES, INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDOCHINE ENTERPRISES, INCORPORATED 401(K)PLAN, INDOCHINE ENTERPRISES, INCORPORATED

INDOCHINE ENTERPRISES, INCORPORATEDEIN 47-0898687Plan #001PY 2017

19883 SUMMERSET LN - PARKER, CO 801388082303-601-5992

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$151K

No prior year

Total participants

No prior year

Average account balance

$21,522

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 6,682 peers

Peer group

Industry72 - Accommodation and Food Services

Plan typeDefined contribution

Participants<25

Cohort6,682 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+23.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J3D

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.
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

$592

$85 / participant

Other / not subdivided$592100.0%

% of EOY assets

0.393%

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

$21,522

$107,015-79.9%

$73,545-70.7%

$147,585-85.4%

Participation rate

57.1%

66.4%-9.2pp

54.9%+2.2pp

82.8%-25.7pp

Annual return

0.00%

38.25%-38.2pp

-15.16%+15.2pp

578.58%-578.6pp

Employer contribution / active EE

$626

$1,760-64.4%

$1,219-48.6%

$4,876-87.2%

Participant deferral / active EE

$2,000

$2,462-18.8%

$1,806+10.7%

$5,439-63.2%

Admin fee / account holder

$85

$3,055-97.2%

$2,320-96.4%

$10,886-99.2%

INDOCHINE ENTERPRISES, INCORPORATED 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDOCHINE ENTERPRISES, INCORPORATED 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