Retirement plan

INFINITY TRADING & SOLUTIONS 401(K) PLAN

Name: INFINITY TRADING & SOLUTIONS - INFINITY TRADING & SOLUTIONS 401(K) PLAN (2016) Form 5500
Creator: INFINITY TRADING & SOLUTIONS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INFINITY TRADING & SOLUTIONS 401(K) PLAN, INFINITY TRADING & SOLUTIONS

INFINITY TRADING & SOLUTIONSEIN 73-1641360Plan #001PY 2016

450 E. ELLIOT ROAD - CHANDLER, AZ 85225480-940-1037

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

+27.1% from 2015

Total participants

+14.3% from 2015

Average account balance

$28,875

+11.2% from 2015

Annual return

9.37%

+5.71 pp from 2015

Benchmarks

See 9,335 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,335 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.16M

Not enough data

1 years with asset history on file

Average account balance

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

$68K

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.

117.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$368K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+21.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4928

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 codes2E2G2J3D

Plan features

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.
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

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

Expense breakdown

Schedule H Part II

Admin total

$28K

$762 / participant

Other / not subdivided$28K100.0%

% of EOY assets

2.035%

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

$28,875

$69,977-58.7%

$108,582-73.4%

$62,881-54.1%

Participation rate

100.0%

72.9%+27.1pp

79.6%+20.4pp

69.3%+30.7pp

Annual return

9.37%

10.73%-1.4pp

-51.70%+61.1pp

20.14%-10.8pp

Employer contribution / active EE

$1,823

$2,135-14.6%

$3,758-51.5%

$2,281-20.1%

Participant deferral / active EE

$4,112

$3,165+29.9%

$4,311-4.6%

$3,203+28.4%

Admin fee / account holder

$587

$5,076-88.4%

$7,645-92.3%

$4,296-86.3%

INFINITY TRADING & SOLUTIONS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INFINITY TRADING & SOLUTIONS 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