Retirement plan

PUTNAM STANDARD PROFIT SHARING 401K

Name: SILVER NEEDLE INC - PUTNAM STANDARD PROFIT SHARING 401K (2015) Form 5500
Creator: SILVER NEEDLE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PUTNAM STANDARD PROFIT SHARING 401K, SILVER NEEDLE INC

SILVER NEEDLE INCEIN 82-0378780Plan #001PY 2015

1628 BIG CREEK RD - KELLOGG, ID 838375000208-783-1191silverneedle.netLinkedIn1-10 employeesconsumer goods

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$313K

No prior year

Total participants

No prior year

Average account balance

$44,771

No prior year

Annual return

-3.12%

No prior year

Benchmarks

See 2,630 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort2,630 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$709K

Not enough data

1 years with asset history on file

Average account balance

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

$118K

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.

35.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$15K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$909

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

+20.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6939

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$210

$30 / participant

Other / not subdivided$210100.0%

% of EOY assets

0.067%

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

$44,771

$87,016-48.5%

$63,244-29.2%

$125,389-64.3%

Participation rate

100.0%

77.1%+22.9pp

71.0%+29.0pp

83.2%+16.8pp

Annual return

-3.12%

21.71%-24.8pp

-70.31%+67.2pp

282.24%-285.4pp

Employer contribution / active EE

$3,601-100.0%

$2,322-100.0%

$4,866-100.0%

Participant deferral / active EE

$1,897

$3,939-51.8%

$2,953-35.8%

$5,352-64.5%

Admin fee / account holder

$30

$11,954-99.7%

$5,893-99.5%

$9,541-99.7%

PUTNAM STANDARD PROFIT SHARING 401K

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PUTNAM STANDARD PROFIT SHARING 401K

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