Retirement plan

SQUARE ONE ARCHITECTURE, INC. 401(K) PLAN

Name: SQUARE ONE ARCHITECTURE, INC. - SQUARE ONE ARCHITECTURE, INC. 401(K) PLAN (2021) Form 5500
Creator: SQUARE ONE ARCHITECTURE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SQUARE ONE ARCHITECTURE, INC. 401(K) PLAN, SQUARE ONE ARCHITECTURE, INC.

SQUARE ONE ARCHITECTURE, INC.EIN 65-1253702Plan #001PY 2021

3321 NW 97TH AVENUE - SUNRISE, FL 33351954-861-0852

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$63K

+81.2% from 2020

Total participants

-33.3% from 2020

Average account balance

$31,714

+81.2% from 2020

Annual return

6.60%

+3.77 pp from 2020

Benchmarks

See 126,102 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort126,102 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$693K

Not enough data

1 years with asset history on file

Average account balance

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

$347K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

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

+60.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1571

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$124

$62 / participant

Other / not subdivided$124100.0%

% of EOY assets

0.195%

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

$31,714

$176,105-82.0%

$159,474-80.1%

$167,536-81.1%

Participation rate

100.0%

85.0%+15.0pp

82.8%+17.2pp

82.1%+17.9pp

Annual return

6.60%

331.91%-325.3pp

263.68%-257.1pp

478.82%-472.2pp

Employer contribution / active EE

$2,635

$5,299-50.3%

$4,831-45.5%

$4,839-45.5%

Participant deferral / active EE

$10,423

$7,751+34.5%

$7,353+41.7%

$6,342+64.3%

Admin fee / account holder

$62

$12,559-99.5%

$10,802-99.4%

$12,315-99.5%

SQUARE ONE ARCHITECTURE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SQUARE ONE ARCHITECTURE, INC. 401(K) 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