Retirement plan

FINANCIAL DYNAMICS, INC. RETIREMENT PLAN

Name: FINANCIAL DYNAMICS, INC. - FINANCIAL DYNAMICS, INC. RETIREMENT PLAN (2016) Form 5500
Creator: FINANCIAL DYNAMICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FINANCIAL DYNAMICS, INC. RETIREMENT PLAN, FINANCIAL DYNAMICS, INC.

FINANCIAL DYNAMICS, INC.EIN 71-0955448Plan #001PY 2016

2920 HUNTINGTON DR., STE. 100 - SAN MARINO, CA 91108310-869-5678bigdatafed.comLinkedIn11-50 employeesinformation services

Other plans on this EIN

1 filing

#002Retirement-$133K assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$241K

+29.8% from 2015

Total participants

+50.0% from 2015

Average account balance

$80,227

-13.4% from 2015

Annual return

3.66%

+3.66 pp from 2015

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$681K

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5K

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

+12.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11796

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 codes2D2E2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$80,227

$153,769-47.8%

$133,975-40.1%

$273,972-70.7%

Participation rate

100.0%

88.4%+11.6pp

87.1%+12.9pp

83.0%+17.0pp

Annual return

3.66%

36.51%-32.8pp

29.29%-25.6pp

41.46%-37.8pp

Employer contribution / active EE

$1,600

$6,029-73.5%

$5,211-69.3%

$4,869-67.1%

Participant deferral / active EE

$14,575

$6,958+109.5%

$6,282+132.0%

$5,287+175.7%

Admin fee / account holder

$11,765-100.0%

$9,324-100.0%

$10,133-100.0%

FINANCIAL DYNAMICS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FINANCIAL DYNAMICS, INC. RETIREMENT 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