Retirement plan

SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN

Name: SE MKTG & OPS, LLC - SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SE MKTG & OPS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN, SE MKTG & OPS, LLC

SE MKTG & OPS, LLCEIN 82-1224404Plan #002PY 2020

1460 FAIRLANE DRIVE - SCHAUMBURG, IL 60193847-217-5656

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$593K

No prior year

Total participants

No prior year

Average account balance

$197,596

No prior year

Annual return

14.61%

No prior year

Benchmarks

See 7,661 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants<25

Cohort7,661 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$341K

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

$134K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

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

+5.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2216

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$5K

$1525 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.772%

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

$197,596

$176,402+12.0%

$134,162+47.3%

$158,982+24.3%

Participation rate

100.0%

78.7%+21.3pp

72.2%+27.8pp

82.0%+18.0pp

Annual return

14.61%

63.66%-49.0pp

36.35%-21.7pp

302.99%-288.4pp

Employer contribution / active EE

$3,000

$5,042-40.5%

$3,705-19.0%

$4,763-37.0%

Participant deferral / active EE

$21,667

$4,093+429.4%

$3,500+519.1%

$5,983+262.1%

Admin fee / account holder

$1,525

$8,719-82.5%

$6,685-77.2%

$11,252-86.4%

SE MKTG & OPS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SE MKTG & OPS, LLC 401(K) PROFIT SHARING 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