Retirement plan

THE SEMBLER CO. OF P.R., INC. CODA PROFIT SHARING PLAN

Name: THE SEMBLER COMPANY OF PUERTO RICO, INC. - THE SEMBLER CO. OF P.R., INC. CODA PROFIT SHARING PLAN (2015) Form 5500
Creator: THE SEMBLER COMPANY OF PUERTO RICO, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, THE SEMBLER CO. OF P.R., INC. CODA PROFIT SHARING PLAN, THE SEMBLER COMPANY OF PUERTO RICO, INC.

THE SEMBLER COMPANY OF PUERTO RICO, INC.EIN 66-0535191Plan #001PY 2015

PLAZOLETA LA CERAMICA, 40208 CARR 190, SUITE 110 - CAROLINA, PR 009831977787-745-4805

Prospect flagsLow participationLow employer contributionLow participant contribution

How to read this page

Total assets (EOY)

$298K

No prior year

Total participants

No prior year

Average account balance

$74,554

No prior year

Annual return

0.02%

No prior year

Benchmarks

See 799 peers

Peer group

Industry55 - Management of Companies and Enterprises

Plan typeDefined contribution

Participants<25

Cohort799 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$48K

Not enough data

1 years with asset history on file

Average account balance

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

$48K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$24066

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$40

$10 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.013%

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

$74,554

$152,651-51.2%

$105,218-29.1%

$125,388-40.5%

Participation rate

50.0%

81.5%-31.5pp

77.2%-27.2pp

83.2%-33.2pp

Annual return

0.02%

8.24%-8.2pp

5.33%-5.3pp

282.24%-282.2pp

Employer contribution / active EE

$271

$4,802-94.4%

$3,255-91.7%

$4,866-94.4%

Participant deferral / active EE

$1,356

$6,660-79.6%

$4,867-72.1%

$5,352-74.7%

Admin fee / account holder

$10

$14,248-99.9%

$6,992-99.9%

$9,541-99.9%

THE SEMBLER CO. OF P.R., INC. CODA PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

THE SEMBLER CO. OF P.R., INC. CODA PROFIT SHARING 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