Retirement plan

ARSENAL, INC., DBA SGS DISTRIBUTION 401(K) PLAN

Name: ARSENAL INC., DBA SGS DISTRIBUTION - ARSENAL, INC., DBA SGS DISTRIBUTION 401(K) PLAN (2016) Form 5500
Creator: ARSENAL INC., DBA SGS DISTRIBUTION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARSENAL, INC., DBA SGS DISTRIBUTION 401(K) PLAN, ARSENAL INC., DBA SGS DISTRIBUTION

ARSENAL INC., DBA SGS DISTRIBUTIONEIN 91-1783009Plan #001PY 2016

P.O. BOX 111086 - TACOMA, WA 984111086253-476-3450

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$499K

+25.3% from 2015

Total participants

+18.2% from 2015

Average account balance

$55,464

+11.4% from 2015

Annual return

4.08%

+7.81 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.35M

Not enough data

1 years with asset history on file

Average account balance

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

$122K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$196K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$22K

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

+15.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6932

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$55,464

$131,835-57.9%

$108,582-48.9%

$273,972-79.8%

Participation rate

66.7%

83.5%-16.8pp

79.6%-12.9pp

83.0%-16.3pp

Annual return

4.08%

-91.57%+95.7pp

-51.70%+55.8pp

41.46%-37.4pp

Employer contribution / active EE

$1,601

$4,913-67.4%

$3,758-57.4%

$4,869-67.1%

Participant deferral / active EE

$5,446

$5,127+6.2%

$4,311+26.3%

$5,287+3.0%

Admin fee / account holder

$10,253-100.0%

$7,645-100.0%

$10,133-100.0%

ARSENAL, INC., DBA SGS DISTRIBUTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ARSENAL, INC., DBA SGS DISTRIBUTION 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion