Retirement plan

SENJU COMTEK CORPORATION 401(K) SAFE HARBOR PROFIT SHARING PLAN

Name: SENJU COMTEK CORPORATION - SENJU COMTEK CORPORATION 401(K) SAFE HARBOR PROFIT SHARING PLAN (2018) Form 5500
Creator: SENJU COMTEK CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SENJU COMTEK CORPORATION 401(K) SAFE HARBOR PROFIT SHARING PLAN, SENJU COMTEK CORPORATION

SENJU COMTEK CORPORATIONEIN 91-1832930Plan #001PY 2018

2989 SAN YSIDRO WAY - SANTA CLARA, CA 95051408-963-5387

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+2.7% from 2017

Total participants

+4.7% from 2017

Average account balance

$59,281

+0.4% from 2017

Annual return

-6.33%

-23.59 pp from 2017

Benchmarks

See 7,475 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort7,475 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.78M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

119.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$403K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+13.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4239

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 codes2F2E2G2J2T3D

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.
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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$280 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.418%

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

$59,281

$94,529-37.3%

$140,019-57.7%

$64,173-7.6%

Participation rate

97.4%

84.1%+13.4pp

87.5%+9.9pp

69.6%+27.9pp

Annual return

-6.33%

7.77%-14.1pp

651.15%-657.5pp

7.63%-14.0pp

Employer contribution / active EE

$1,626

$3,812-57.4%

$5,605-71.0%

$2,381-31.7%

Participant deferral / active EE

$4,525

$5,250-13.8%

$6,927-34.7%

$3,470+30.4%

Admin fee / account holder

$248

$6,741-96.3%

$10,705-97.7%

$4,887-94.9%

SENJU COMTEK CORPORATION 401(K) SAFE HARBOR PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SENJU COMTEK CORPORATION 401(K) SAFE HARBOR 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