Retirement plan

ACCUVIA SOFTWARE GROUP 401 K PROFIT SHARING PLAN TRUST

Name: ACCUVIA SOFTWARE GROUP LLC - ACCUVIA SOFTWARE GROUP 401 K PROFIT SHARING PLAN TRUST (2018) Form 5500
Creator: ACCUVIA SOFTWARE GROUP LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ACCUVIA SOFTWARE GROUP 401 K PROFIT SHARING PLAN TRUST, ACCUVIA SOFTWARE GROUP LLC

ACCUVIA SOFTWARE GROUP LLCEIN 81-3098549Plan #001PY 2018

8801 OLYMPIC DR. - BRIDGEVIEW, IL 60455714-742-2119accuvia.comLinkedIn11-50 employeescomputer software

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$85K

+85.8% from 2017

Total participants

+11.1% from 2017

Average account balance

$10,685

+85.8% from 2017

Annual return

-4.84%

-54.17 pp from 2017

Benchmarks

See 8,369 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,369 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$592K

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

69.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$62K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+15.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13

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 codes2T2G2E3D2F2J

Plan features

2E
Profit-sharing
Profit-sharing 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.
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

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$10,685

$97,020-89.0%

$83,327-87.2%

$135,380-92.1%

Participation rate

77.8%

80.4%-2.6pp

77.8%0pp

82.6%-4.9pp

Annual return

-4.84%

12.31%-17.2pp

10.64%-15.5pp

519.81%-524.6pp

Employer contribution / active EE

$4,144-100.0%

$3,379-100.0%

$4,779-100.0%

Participant deferral / active EE

$4,633

$5,964-22.3%

$5,565-16.7%

$5,609-17.4%

Admin fee / account holder

$8,426-100.0%

$7,540-100.0%

$10,828-100.0%

ACCUVIA SOFTWARE GROUP 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ACCUVIA SOFTWARE GROUP 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