Retirement plan

TWISTHINK 401 (K) PLAN

Name: TWISTHINK, LLC - TWISTHINK 401 (K) PLAN (2017) Form 5500
Creator: TWISTHINK, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TWISTHINK 401 (K) PLAN, TWISTHINK, LLC

TWISTHINK, LLCEIN 86-1081371Plan #001PY 2017

43 EAST 8TH ST., SUITE 250 - HOLLAND, MI 494232852616-393-7766twisthink.comLinkedIn11-50 employeesmanagement consulting

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.3M

+32.5% from 2016

Total participants

+15.2% from 2016

Average account balance

$68,374

+5.2% from 2016

Annual return

20.24%

+9.85 pp from 2016

Benchmarks

See 25,068 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,068 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.83M

Not enough data

1 years with asset history on file

Average account balance

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

$91K

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.

135.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$552K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.12%

Not enough data

1 years with return on file

Admin fee / account holder

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

$21149

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 codes2E2F2G2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$246 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.328%

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

$68,374

$85,766-20.3%

$136,297-49.8%

$70,124-2.5%

Participation rate

87.1%

74.2%+12.9pp

81.9%+5.2pp

69.5%+17.6pp

Annual return

20.24%

31.45%-11.2pp

5156.19%-5136.0pp

73.14%-52.9pp

Employer contribution / active EE

$1,564

$2,966-47.3%

$4,696-66.7%

$2,342-33.2%

Participant deferral / active EE

$5,360

$5,051+6.1%

$6,247-14.2%

$3,332+60.9%

Admin fee / account holder

$224

$5,420-95.9%

$9,244-97.6%

$4,645-95.2%

TWISTHINK 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TWISTHINK 401 (K) 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