Retirement plan

VOLT INVESTMENT HOLDINGS, LLC SOLO K

Name: VOLT INVESTMENT HOLDINGS, LLC - VOLT INVESTMENT HOLDINGS, LLC SOLO K (2020) Form 5500
Creator: VOLT INVESTMENT HOLDINGS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VOLT INVESTMENT HOLDINGS, LLC SOLO K, VOLT INVESTMENT HOLDINGS, LLC

VOLT INVESTMENT HOLDINGS, LLCEIN 81-4484028Plan #001PY 2020

2000 SOUTH BAYSHORE DRIVE, UNIT 9 - COCONUT GROVE, FL 33133617-962-1226voltinvestmentholdings.comLinkedIn1-10 employeesinvestment management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$180K

No prior year

Total participants

No prior year

Average account balance

$89,830

No prior year

Annual return

17.25%

No prior year

Benchmarks

See 32,157 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort32,157 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$894K

Not enough data

1 years with asset history on file

Average account balance

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

$298K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$55K

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

-7.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2F2G2J2R

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.

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

$89,830

$197,603-54.5%

$177,827-49.5%

$158,950-43.5%

Participation rate

100.0%

88.5%+11.5pp

87.7%+12.3pp

82.0%+18.0pp

Annual return

17.25%

58.76%-41.5pp

48.32%-31.1pp

302.91%-285.7pp

Employer contribution / active EE

$47,250

$6,698+605.5%

$5,918+698.4%

$4,762+892.2%

Participant deferral / active EE

$9,750

$8,404+16.0%

$7,713+26.4%

$5,983+63.0%

Admin fee / account holder

$15,402-100.0%

$12,429-100.0%

$11,248-100.0%

VOLT INVESTMENT HOLDINGS, LLC SOLO K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VOLT INVESTMENT HOLDINGS, LLC SOLO K

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