Retirement plan

CHRISTOPHER NORTON 401(K) PROFIT SHARING PLAN & TRUST

Name: CHRISTOPHER NORTON - CHRISTOPHER NORTON 401(K) PROFIT SHARING PLAN & TRUST (2015) Form 5500
Creator: CHRISTOPHER NORTON
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CHRISTOPHER NORTON 401(K) PROFIT SHARING PLAN & TRUST, CHRISTOPHER NORTON

CHRISTOPHER NORTONEIN 77-0710744Plan #001PY 2015

4 MCKENNA DRIVE - BILLERICA, MA 01862978-655-6791LinkedIn1-10 employeesconsumer services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$6K

No prior year

Total participants

No prior year

Average account balance

$3,019

No prior year

Annual return

-2.30%

No prior year

Benchmarks

See 51 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDB + DC

Participants<25

Cohort51 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$69K

Not enough data

1 years with asset history on file

Average account balance

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

$17K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$7K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+13.93%

Not enough data

1 years with return on file

Admin fee / account holder

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

$174

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 codes1A2E2G2J2T3D

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

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

$3,019

$280,515-98.9%

$278,735-98.9%

$263,064-98.9%

Participation rate

100.0%

100.0%0pp

95.8%+4.2pp

Annual return

-2.30%

-5.15%+2.9pp

-5.00%+2.7pp

-1.59%-0.7pp

Employer contribution / active EE

$38,407-100.0%

$38,789-100.0%

$33,160-100.0%

Participant deferral / active EE

$1,660

$15,622-89.4%

$15,064-89.0%

$7,831-78.8%

Admin fee / account holder

$8,605-100.0%

$8,885-100.0%

$9,535-100.0%

CHRISTOPHER NORTON 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CHRISTOPHER NORTON 401(K) PROFIT SHARING PLAN & TRUST

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