Retirement plan

CLOUDSCALE 365 RETIREMENT PLAN

Name: CLOUDSCALE365, INC. - CLOUDSCALE 365 RETIREMENT PLAN (2016) Form 5500
Creator: CLOUDSCALE365, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CLOUDSCALE 365 RETIREMENT PLAN, CLOUDSCALE365, INC.

CLOUDSCALE365, INC.EIN 47-2933832Plan #001PY 2016

PO BOX 3035 - BRENTWOOD, TN 370243035516-484-0077cloudscale365.comLinkedIn11-50 employeesinformation technology and services

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$1.3M

-12.8% from 2015

Total participants

0.0% from 2015

Average account balance

$1,250,089

-12.8% from 2015

Annual return

-12.83%

-12.83 pp from 2015

Benchmarks

See 7,788 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,788 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$20.00M

Not enough data

1 years with asset history on file

Average account balance

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

$20.0M

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.

100.0%

Not enough data

1 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

+99.99%

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 codes2E2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$15

$15 / participant

Other / not subdivided$15100.0%

% of EOY assets

0.001%

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

$1,250,089

$96,562+1194.6%

$80,976+1443.8%

$273,965+356.3%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

-12.83%

15.14%-28.0pp

17.10%-29.9pp

41.45%-54.3pp

Employer contribution / active EE

$4,868-100.0%

$3,714-100.0%

$4,869-100.0%

Participant deferral / active EE

$6,597-100.0%

$5,696-100.0%

$5,287-100.0%

Admin fee / account holder

$15

$7,493-99.8%

$5,516-99.7%

$10,132-99.9%

CLOUDSCALE 365 RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CLOUDSCALE 365 RETIREMENT 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