Retirement plan

IP COM LLC 401(K)

Name: IP COM LLC - IP COM LLC 401(K) (2017) Form 5500
Creator: IP COM LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IP COM LLC 401(K), IP COM LLC

IP COM LLCEIN 65-1057566Plan #001PY 2017

3100 SW 145TH AVE STE 510 - MIRAMAR, FL 330276610305-477-2902

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$343K

+24.8% from 2016

Total participants

-33.3% from 2016

Average account balance

$57,249

+45.6% from 2016

Annual return

17.76%

+28.28 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

$727K

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+13.37%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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

$22K

$3635 / participant

Other / not subdivided$22K100.0%

% of EOY assets

6.349%

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

$57,249

$105,856-45.9%

$90,161-36.5%

$147,586-61.2%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

17.76%

37.63%-19.9pp

34.89%-17.1pp

578.59%-560.8pp

Employer contribution / active EE

$2,010

$4,126-51.3%

$3,318-39.4%

$4,876-58.8%

Participant deferral / active EE

$4,200

$5,733-26.7%

$5,287-20.6%

$5,439-22.8%

Admin fee / account holder

$3,635

$8,046-54.8%

$5,943-38.8%

$10,886-66.6%

IP COM LLC 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

IP COM LLC 401(K)

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