Retirement plan

WORKNTURN, INC. 401(K) AND RETIREMENT PLAN

Name: WORKNTURN, INC. - WORKNTURN, INC. 401(K) AND RETIREMENT PLAN (2017) Form 5500
Creator: WORKNTURN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WORKNTURN, INC. 401(K) AND RETIREMENT PLAN, WORKNTURN, INC.

WORKNTURN, INC.EIN 81-2764845Plan #001PY 2017

300 KNIGHTSBRIDGE PARKWAY, #160 - LINCOLNSHIRE, IL 60069312-718-2844worknturn.comLinkedIn1-10 employeesprinting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$309K

No prior year

Total participants

No prior year

Average account balance

$61,899

No prior year

Annual return

19.11%

No prior year

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$378K

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+12.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$816

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 codes2E2J3D3H

Plan features

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

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

$61,899

$104,251-40.6%

$91,004-32.0%

$147,586-58.1%

Participation rate

100.0%

78.2%+21.8pp

75.6%+24.4pp

82.8%+17.2pp

Annual return

19.11%

27.06%-8.0pp

4.60%+14.5pp

578.59%-559.5pp

Employer contribution / active EE

$1,760

$3,116-43.5%

$2,456-28.3%

$4,876-63.9%

Participant deferral / active EE

$11,165

$4,195+166.2%

$3,548+214.7%

$5,439+105.3%

Admin fee / account holder

$8,948-100.0%

$5,417-100.0%

$10,886-100.0%

WORKNTURN, INC. 401(K) AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

WORKNTURN, INC. 401(K) AND RETIREMENT 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