Retirement plan

APPLIED INTELLIGENCE GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

Name: APPLIED INTELLIGENCE GROUP, INC. - APPLIED INTELLIGENCE GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST (2017) Form 5500
Creator: APPLIED INTELLIGENCE GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, APPLIED INTELLIGENCE GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST, APPLIED INTELLIGENCE GROUP, INC.

APPLIED INTELLIGENCE GROUP, INC.EIN 54-1566564Plan #001PY 2017

5005 14TH STREET NORTH - ARLINGTON, VA 22205703-807-2401

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$644K

+16.3% from 2016

Total participants

-30.0% from 2016

Average account balance

$160,917

+74.5% from 2016

Annual return

19.59%

+11.11 pp from 2016

Benchmarks

See 114,324 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort114,324 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$371K

Not enough data

1 years with asset history on file

Average account balance

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

$186K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+31.64%

Not enough data

1 years with return on file

Admin fee / account holder

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

$388099

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 codes2E2F2G2J2T3D

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.
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.
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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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

$76K

$10832 / participant

Other / not subdivided$76K100.0%

% of EOY assets

11.780%

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

$160,917

$150,447+7.0%

$136,298+18.1%

$147,586+9.0%

Participation rate

57.1%

84.4%-27.3pp

81.9%-24.8pp

82.8%-25.7pp

Annual return

19.59%

1049.15%-1029.6pp

5156.27%-5136.7pp

578.59%-559.0pp

Employer contribution / active EE

$2,266

$5,256-56.9%

$4,696-51.7%

$4,876-53.5%

Participant deferral / active EE

$5,992

$6,631-9.6%

$6,247-4.1%

$5,439+10.2%

Admin fee / account holder

$18,955

$10,906+73.8%

$9,244+105.1%

$10,886+74.1%

APPLIED INTELLIGENCE GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

APPLIED INTELLIGENCE GROUP, INC. 401(K) PROFIT SHARING PLAN & TRUST

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