Retirement plan

WORKNTURN, INC. 401(K) AND RETIREMENT PLAN

Name: WORKNTURN, INC. - WORKNTURN, INC. 401(K) AND RETIREMENT PLAN (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$356K

+15.1% from 2017

Total participants

+20.0% from 2017

Average account balance

$59,362

-4.1% from 2017

Annual return

-8.25%

-27.36 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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.

Expense breakdown

Schedule H Part II

Admin total

$10

$2 / participant

Other / not subdivided$10100.0%

% of EOY assets

0.003%

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

$59,362

$99,032-40.1%

$80,022-25.8%

$135,382-56.2%

Participation rate

100.0%

78.4%+21.6pp

75.8%+24.2pp

82.6%+17.4pp

Annual return

-8.25%

15.39%-23.6pp

11.22%-19.5pp

519.77%-528.0pp

Employer contribution / active EE

$1,792

$3,043-41.1%

$2,468-27.4%

$4,779-62.5%

Participant deferral / active EE

$10,245

$4,282+139.2%

$3,686+177.9%

$5,609+82.7%

Admin fee / account holder

$10,436-100.0%

$6,521-100.0%

$10,829-100.0%

WORKNTURN, INC. 401(K) AND RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WORKNTURN, INC. 401(K) AND RETIREMENT 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