Retirement plan

PRIVY, INC. RETIREMENT PLAN

Name: PRIVY, INC. - PRIVY, INC. RETIREMENT PLAN (2017) Form 5500
Creator: PRIVY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRIVY, INC. RETIREMENT PLAN, PRIVY, INC.

PRIVY, INC.EIN 47-1365105Plan #001PY 2017

1120 E.14TH PL. - LOS ANGELES, CA 90021213-493-4940privyusa.comLinkedIn11-50 employeesapparel & fashion

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$131K

+146.1% from 2016

Total participants

+100.0% from 2016

Average account balance

$6,546

+23.0% from 2016

Annual return

12.23%

+12.23 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

$954K

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

138.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$140K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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)

$1030

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 codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$6,546

$100,901-93.5%

$75,501-91.3%

$147,586-95.6%

Participation rate

100.0%

77.1%+22.9pp

72.4%+27.6pp

82.8%+17.2pp

Annual return

12.23%

35.78%-23.6pp

27.35%-15.1pp

578.59%-566.4pp

Employer contribution / active EE

$2,071

$3,253-36.3%

$2,352-11.9%

$4,876-57.5%

Participant deferral / active EE

$2,118

$4,027-47.4%

$3,142-32.6%

$5,439-61.1%

Admin fee / account holder

$11,285-100.0%

$5,801-100.0%

$10,886-100.0%

PRIVY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PRIVY, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion