Retirement plan

SENDLANE INCORPORATED 401 (K) PLAN

Name: SENDLANE INCORPORATED - SENDLANE INCORPORATED 401 (K) PLAN (2019) Form 5500
Creator: SENDLANE INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SENDLANE INCORPORATED 401 (K) PLAN, SENDLANE INCORPORATED

SENDLANE INCORPORATEDEIN 90-1253128Plan #001PY 2019

10620 TREENA ST STE 106 - SAN DIEGO, CA 921311140301-520-3812sendlane.comLinkedIn51-200 employeesmarketing and advertising

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$145K

-18.9% from 2018

Total participants

0.0% from 2018

Average account balance

$12,095

-25.6% from 2018

Annual return

31.40%

+31.40 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.00%

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

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

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

$170K

$14185 / participant

Other / not subdivided$170K100.0%

% of EOY assets

117.284%

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

$12,095

$103,008-88.3%

$90,304-86.6%

$152,897-92.1%

Participation rate

100.0%

75.9%+24.1pp

73.3%+26.7pp

82.5%+17.5pp

Annual return

31.40%

95.22%-63.8pp

78.13%-46.7pp

345.43%-314.0pp

Employer contribution / active EE

$2,583

$3,139-17.7%

$2,855-9.5%

$4,764-45.8%

Participant deferral / active EE

$4,103

$4,281-4.2%

$3,885+5.6%

$5,851-29.9%

Admin fee / account holder

$14,185

$6,175+129.7%

$5,354+165.0%

$11,599+22.3%

SENDLANE INCORPORATED 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SENDLANE INCORPORATED 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