Retirement plan

SKINNY SKIS 401(K) & PROFIT SHARING PLAN

Name: SKINNY SKIS LLC - SKINNY SKIS 401(K) & PROFIT SHARING PLAN (2016) Form 5500
Creator: SKINNY SKIS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SKINNY SKIS 401(K) & PROFIT SHARING PLAN, SKINNY SKIS LLC

SKINNY SKIS LLCEIN 83-0234710Plan #001PY 2016

PO BOX 3610 - JACKSON, WY 83001307-733-6094skinnyskis.comLinkedIn11-50 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.4M

-63.9% from 2015

Total participants

+50.0% from 2015

Average account balance

$88,839

-79.7% from 2015

Annual return

5.53%

+5.77 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$881K

Not enough data

1 years with asset history on file

Average account balance

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

$63K

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.

175.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

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

+7.50%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1261

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 codes2E2F2G2T3D

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.
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

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

$2.8M

$236337 / participant

Other / not subdivided$3M100.0%

% of EOY assets

199.521%

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

$88,839

$105,623-15.9%

$87,502+1.5%

$273,972-67.6%

Participation rate

83.3%

78.2%+5.1pp

73.8%+9.5pp

83.0%+0.3pp

Annual return

5.53%

12.26%-6.7pp

12.21%-6.7pp

41.46%-35.9pp

Employer contribution / active EE

$5,849

$3,141+86.2%

$2,550+129.4%

$4,869+20.1%

Participant deferral / active EE

$2,265

$3,601-37.1%

$3,149-28.1%

$5,287-57.2%

Admin fee / account holder

$177,253

$4,781+3607.7%

$4,221+4099.7%

$10,133+1649.3%

SKINNY SKIS 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKINNY SKIS 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