Retirement plan

SATELLITE BROADCASTING AND COMMUNICATIONS ASSOC. OF AM., INC. 401(K) PROFIT SHARING PLAN

Name: SATELLITE BROADCASTING AND COMMUNIC - SATELLITE BROADCASTING AND COMMUNICATIONS ASSOC. OF AM., INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SATELLITE BROADCASTING AND COMMUNIC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SATELLITE BROADCASTING AND COMMUNICATIONS ASSOC. OF AM., INC. 401(K) PROFIT SHARING PLAN, SATELLITE BROADCASTING AND COMMUNIC

SATELLITE BROADCASTING AND COMMUNICEIN 52-1221798Plan #002PY 2017

1100 17TH STREET, NW, SUITE 1150 - WASHINGTON, DC 20036202-349-3620

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$675K

-4.1% from 2016

Total participants

-20.0% from 2016

Average account balance

$84,418

+7.8% from 2016

Annual return

16.88%

+8.76 pp from 2016

Benchmarks

See 8,045 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,045 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.24M

Not enough data

1 years with asset history on file

Average account balance

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

$249K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$29K

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

+16.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4514

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 codes2G2E2J2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

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

$234K

$38982 / participant

Other / not subdivided$234K100.0%

% of EOY assets

34.633%

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

$84,418

$105,856-20.3%

$90,161-6.4%

$147,586-42.8%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

16.88%

37.63%-20.7pp

34.89%-18.0pp

578.59%-561.7pp

Employer contribution / active EE

$4,296

$4,126+4.1%

$3,318+29.5%

$4,876-11.9%

Participant deferral / active EE

$9,965

$5,733+73.8%

$5,287+88.5%

$5,439+83.2%

Admin fee / account holder

$29,236

$8,046+263.4%

$5,943+391.9%

$10,886+168.6%

SATELLITE BROADCASTING AND COMMUNICATIONS ASSOC. OF AM., INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SATELLITE BROADCASTING AND COMMUNICATIONS ASSOC. OF AM., INC. 401(K) PROFIT SHARING 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