Retirement plan

KEYSTOPS, LLC EMPLOYEE SAVINGS PLAN

Name: KEYSTOPS, LLC - KEYSTOPS, LLC EMPLOYEE SAVINGS PLAN (2016) Form 5500
Creator: KEYSTOPS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KEYSTOPS, LLC EMPLOYEE SAVINGS PLAN, KEYSTOPS, LLC

KEYSTOPS, LLCEIN 61-0700391Plan #001PY 2016

PO BOX 2809 - FRANKLIN, KY 42134270-586-8283

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.4M

No prior year

Total participants

211

No prior year

Average account balance

$21,028

No prior year

Annual return

10.10%

No prior year

Benchmarks

See 2,356 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants100-249

Cohort2,356 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.39M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

186

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.

68.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$507K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+20.83%

Not enough data

1 years with return on file

Admin fee / account holder

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

$173

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 codes2E2F2G2J3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: BKD, LLP
Auditor EIN: 440160260
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,028

$42,546-50.6%

$71,796-70.7%

$55,167-61.9%

Participation rate

100.0%

59.1%+40.9pp

69.1%+30.9pp

69.0%+31.0pp

Annual return

10.10%

12.36%-2.3pp

78.04%-67.9pp

169.23%-159.1pp

Employer contribution / active EE

$962

$803+19.7%

$1,924-50.0%

$1,963-51.0%

Participant deferral / active EE

$1,494

$2,064-27.6%

$2,794-46.5%

$3,054-51.1%

Admin fee / account holder

$650-100.0%

$4,815-100.0%

$504-100.0%

KEYSTOPS, LLC EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

KEYSTOPS, LLC EMPLOYEE SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion