Retirement plan

STUDY IN THE USA, INC. 401(K) PROFIT SHARING PLAN

Name: STUDY IN THE USA, INC. - STUDY IN THE USA, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: STUDY IN THE USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STUDY IN THE USA, INC. 401(K) PROFIT SHARING PLAN, STUDY IN THE USA, INC.

STUDY IN THE USA, INC.EIN 91-1133638Plan #002PY 2016

100 SOUTH KING STREET, SUITE 425 - SEATTLE, WA 98104206-622-2075studyusa.comLinkedIn51-200 employeeseducation management

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$473K

No prior year

Total participants

No prior year

Average account balance

$39,421

No prior year

Annual return

9.49%

No prior year

Benchmarks

See 113,086 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort113,086 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$326K

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1K

Not enough data

1 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

+7.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$29581

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 codes2E2F2G2J2T

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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$720

$65 / participant

Other / not subdivided$720100.0%

% of EOY assets

0.152%

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

$39,421

$135,956-71.0%

$123,894-68.2%

$273,972-85.6%

Participation rate

90.9%

84.1%+6.8pp

81.4%+9.5pp

83.0%+7.9pp

Annual return

9.49%

56.63%-47.1pp

47.52%-38.0pp

41.46%-32.0pp

Employer contribution / active EE

$1,866

$5,170-63.9%

$4,617-59.6%

$4,869-61.7%

Participant deferral / active EE

$4,655

$6,343-26.6%

$5,984-22.2%

$5,287-11.9%

Admin fee / account holder

$60

$9,817-99.4%

$8,357-99.3%

$10,133-99.4%

STUDY IN THE USA, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STUDY IN THE USA, INC. 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