Retirement plan

KAPPA NORTH AMERICA, INC. MONEY PURCHASE PENSION

Name: KAPPA NORTH AMERICA INC. - KAPPA NORTH AMERICA, INC. MONEY PURCHASE PENSION (2016) Form 5500
Creator: KAPPA NORTH AMERICA INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, KAPPA NORTH AMERICA, INC. MONEY PURCHASE PENSION, KAPPA NORTH AMERICA INC.

KAPPA NORTH AMERICA INC.EIN 75-2643251Plan #002PY 2016

11767 KATY FREEWAY, SUITE 500, #500 - HOUSTON, TX 770791715713-772-5694LinkedIn1-10 employeesapparel & fashion

Other plans on this EIN

1 filing

#001Retirement-$227K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$843K

+38.4% from 2015

Total participants

+25.0% from 2015

Average account balance

No prior year

Annual return

29.97%

+54.69 pp from 2015

Benchmarks

See 7,787 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort7,787 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$671K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$116K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+10.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2C2F2G

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit 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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$742

$148 / participant

Other / not subdivided$742100.0%

% of EOY assets

0.088%

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

$96,558-100.0%

$80,977-100.0%

$273,972-100.0%

Participation rate

0.0%

79.1%-79.1pp

75.8%-75.8pp

83.0%-83.0pp

Annual return

29.97%

15.14%+14.8pp

17.11%+12.9pp

41.46%-11.5pp

Employer contribution / active EE

$10,322

$4,869+112.0%

$3,715+177.9%

$4,869+112.0%

Participant deferral / active EE

$6,598-100.0%

$5,696-100.0%

$5,287-100.0%

Admin fee / account holder

$7,493-100.0%

$5,517-100.0%

$10,133-100.0%

KAPPA NORTH AMERICA, INC. MONEY PURCHASE PENSION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

KAPPA NORTH AMERICA, INC. MONEY PURCHASE PENSION

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