Retirement plan

ACRON US MANAGEMENT INC SIMPLE 401K PLAN

Name: ACRON US MANAGEMENT INC. - ACRON US MANAGEMENT INC SIMPLE 401K PLAN (2016) Form 5500
Creator: ACRON US MANAGEMENT INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACRON US MANAGEMENT INC SIMPLE 401K PLAN, ACRON US MANAGEMENT INC.

ACRON US MANAGEMENT INC.EIN 73-1576499Plan #001PY 2016

2424 EAST 21ST STREET STE. 150 - TULSA, OK 74114918-587-9901acronusa.comLinkedIn1-10 employeesreal estate

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$375K

+11.5% from 2015

Total participants

0.0% from 2015

Average account balance

-100.0% from 2015

Annual return

0.12%

+3.46 pp from 2015

Benchmarks

See 13,988 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort13,988 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$749K

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+6.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$461

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 codes2D2E2G2J

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.
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.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$10K

$3186 / participant

Other / not subdivided$10K100.0%

% of EOY assets

2.550%

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

$215,361-100.0%

$171,082-100.0%

$273,972-100.0%

Participation rate

0.0%

82.0%-82.0pp

76.7%-76.7pp

83.0%-83.0pp

Annual return

0.12%

25.14%-25.0pp

32.56%-32.4pp

41.46%-41.3pp

Employer contribution / active EE

$6,273

$4,967+26.3%

$4,002+56.8%

$4,869+28.8%

Participant deferral / active EE

$6,504

$5,543+17.3%

$4,797+35.6%

$5,287+23.0%

Admin fee / account holder

$10,846-100.0%

$8,520-100.0%

$10,133-100.0%

ACRON US MANAGEMENT INC SIMPLE 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ACRON US MANAGEMENT INC SIMPLE 401K 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