Retirement plan

MODEL OFFSET PRINTING RETIREMENT PLAN

Name: MODEL OFFSET PRINTING CORP. - MODEL OFFSET PRINTING RETIREMENT PLAN (2021) Form 5500
Creator: MODEL OFFSET PRINTING CORP.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MODEL OFFSET PRINTING RETIREMENT PLAN, MODEL OFFSET PRINTING CORP.

MODEL OFFSET PRINTING CORP.EIN 66-0239058Plan #001PY 2021

PO BOX 9135 - HUMACAO, PR 007929135787-810-4881

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.4M

+19.6% from 2020

Total participants

-2.6% from 2020

Average account balance

$37,801

+22.8% from 2020

Annual return

14.41%

+7.35 pp from 2020

Benchmarks

See 5,668 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,668 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.15M

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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.

121.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$102K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+8.32%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11348

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 codes2E2F2G2T3C

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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

$35K

$1352 / participant

Other / not subdivided$35K100.0%

% of EOY assets

2.514%

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

$37,801

$87,733-56.9%

$106,555-64.5%

$85,847-56.0%

Participation rate

100.0%

71.9%+28.1pp

76.1%+23.9pp

69.3%+30.7pp

Annual return

14.41%

21.86%-7.4pp

26.80%-12.4pp

318.61%-304.2pp

Employer contribution / active EE

$556

$2,073-73.2%

$2,819-80.3%

$2,565-78.3%

Participant deferral / active EE

$2,446

$3,469-29.5%

$4,399-44.4%

$3,952-38.1%

Admin fee / account holder

$950

$6,767-86.0%

$7,408-87.2%

$6,261-84.8%

MODEL OFFSET PRINTING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MODEL OFFSET PRINTING RETIREMENT 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