Retirement plan

VSHIFT 401(K) PROFIT SHARING PLAN

Name: MEIOS ACQUISITION LLC D/B/A VSHIFT - VSHIFT 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: MEIOS ACQUISITION LLC D/B/A VSHIFT
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VSHIFT 401(K) PROFIT SHARING PLAN, MEIOS ACQUISITION LLC D/B/A VSHIFT

MEIOS ACQUISITION LLC D/B/A VSHIFTEIN 75-3260618Plan #002PY 2016

1250 BROADWAY - NEW YORK, NY 10001212-937-8575vshift.comLinkedIn51-200 employeesmarketing and advertising

Other plans on this EIN

1 filing

#001Retirement-$240K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$146K

No prior year

Total participants

No prior year

Average account balance

$12,125

No prior year

Annual return

0.00%

No prior year

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

$4.08M

Not enough data

1 years with asset history on file

Average account balance

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

$120K

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.

147.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$341K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+6.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$67

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 codes2D2E2J

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.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$12,125

$96,558-87.4%

$80,977-85.0%

$273,972-95.6%

Participation rate

100.0%

79.1%+20.9pp

75.8%+24.2pp

83.0%+17.0pp

Annual return

0.00%

15.14%-15.1pp

17.11%-17.1pp

41.46%-41.5pp

Employer contribution / active EE

$8,625

$4,869+77.1%

$3,715+132.2%

$4,869+77.2%

Participant deferral / active EE

$3,500

$6,598-46.9%

$5,696-38.6%

$5,287-33.8%

Admin fee / account holder

$7,493-100.0%

$5,517-100.0%

$10,133-100.0%

VSHIFT 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VSHIFT 401(K) PROFIT SHARING 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