Retirement plan

WHAT'S UP, INC. 401(K) PROFIT SHARING PLAN

Name: WHAT'S UP, INC. - WHAT'S UP, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: WHAT'S UP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WHAT'S UP, INC. 401(K) PROFIT SHARING PLAN, WHAT'S UP, INC.

WHAT'S UP, INC.EIN 52-2020362Plan #001PY 2019

201 DEFENSE HIGHWAY, SUITE 203 - ANNAPOLIS, MD 21401410-266-6287

Other plans on this EIN

1 filing

#002Retirement-$239K assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$788K

+154.9% from 2018

Total participants

0.0% from 2018

Average account balance

$23,881

+77.7% from 2018

Annual return

111.53%

+119.58 pp from 2018

Benchmarks

See 8,830 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,830 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.57M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

126.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$158K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$831

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

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

$11K

$574 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.384%

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

$23,881

$107,941-77.9%

$91,994-74.0%

$152,909-84.4%

Participation rate

100.0%

81.2%+18.8pp

78.6%+21.4pp

82.5%+17.5pp

Annual return

111.53%

89.28%+22.2pp

69.04%+42.5pp

345.46%-233.9pp

Employer contribution / active EE

$3,972

$4,212-5.7%

$3,453+15.0%

$4,764-16.6%

Participant deferral / active EE

$3,602

$6,366-43.4%

$5,924-39.2%

$5,851-38.4%

Admin fee / account holder

$330

$10,521-96.9%

$7,744-95.7%

$11,601-97.2%

WHAT'S UP, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WHAT'S UP, 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