Retirement plan

SUBMITTABLE 401(K) PLAN

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

SUBMITTABLE HOLDINGS INC.EIN 47-5485414Plan #001PY 2018

P.O. BOX 8255 - MISSOULA, MT 59807855-467-8264

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$483K

+65.9% from 2017

Total participants

+46.9% from 2017

Average account balance

$8,476

-1.0% from 2017

Annual return

2.45%

-101.00 pp from 2017

Benchmarks

See 2,969 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,969 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$17.73M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

266

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.

82.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+74.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$296

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

1 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 codes2E2J2F2G3D

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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$47 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.628%

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

$8,476

$58,577-85.5%

$83,323-89.8%

$64,181-86.8%

Participation rate

76.6%

72.0%+4.5pp

77.8%-1.2pp

69.6%+7.0pp

Annual return

2.45%

9.65%-7.2pp

10.63%-8.2pp

7.63%-5.2pp

Employer contribution / active EE

$2,098-100.0%

$3,379-100.0%

$2,381-100.0%

Participant deferral / active EE

$2,906

$4,654-37.6%

$5,565-47.8%

$3,470-16.2%

Admin fee / account holder

$53

$9,275-99.4%

$7,539-99.3%

$4,887-98.9%

SUBMITTABLE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUBMITTABLE 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