Retirement plan

URBAN ARENA, INC. CASH BALANCE PLAN

Name: URBAN ARENA, INC. - URBAN ARENA, INC. CASH BALANCE PLAN (2017) Form 5500
Creator: URBAN ARENA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, URBAN ARENA, INC. CASH BALANCE PLAN, URBAN ARENA, INC.

URBAN ARENA, INC.EIN 82-2330710Plan #003PY 2017

3195 RED HILL AVE, LOFT F - COSTA MESA, CA 92626714-754-4500urbanarena.comLinkedIn11-50 employeesarchitecture & planning

Other plans on this EIN

1 filing

#002Retirement-$1.6M assets

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1M

No prior year

Total participants

No prior year

Average account balance

No prior year

Annual return

11.38%

No prior year

Benchmarks

See 256 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined benefit

Participants25-99

Cohort256 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.76M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$161K

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

+8.38%

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

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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.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1C

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).

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

$8K

$254 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.806%

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

$62,467-100.0%

$128,366-100.0%

$46,757-100.0%

Participation rate

0.0%

15.3%-15.3pp

19.3%-19.3pp

11.3%-11.3pp

Annual return

11.38%

11.00%+0.4pp

9.39%+2.0pp

10.41%+1.0pp

Employer contribution / active EE

$9,250

$16,132-42.7%

$33,466-72.4%

$14,691-37.0%

Participant deferral / active EE

$198-100.0%

$657-100.0%

$58-100.0%

Admin fee / account holder

$1,085-100.0%

$2,132-100.0%

$2,646-100.0%

URBAN ARENA, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

URBAN ARENA, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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