Retirement plan

POLYMERIC TECHNOLOGY, INC. 401-K PROFIT SHARING PLAN

Name: POLYMERIC TECHNOLOGY, INC. - POLYMERIC TECHNOLOGY, INC. 401-K PROFIT SHARING PLAN (2015) Form 5500
Creator: POLYMERIC TECHNOLOGY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, POLYMERIC TECHNOLOGY, INC. 401-K PROFIT SHARING PLAN, POLYMERIC TECHNOLOGY, INC.

POLYMERIC TECHNOLOGY, INC.EIN 94-1554678Plan #001PY 2015

1900 MARINA BLVD. - SAN LEANDRO, CA 94577510-895-6001

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$1.5M

No prior year

Total participants

No prior year

Average account balance

$18,721

No prior year

Annual return

-1.70%

No prior year

Benchmarks

See 2,754 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,754 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.77M

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

148.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$312K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.60%

Not enough data

1 years with return on file

Admin fee / account holder

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

$708

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

$14K

$361 / participant

Other / not subdivided$14K100.0%

% of EOY assets

0.941%

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

$18,721

$52,911-64.6%

$73,309-74.5%

$59,633-68.6%

Participation rate

100.0%

68.2%+31.8pp

74.9%+25.1pp

68.7%+31.3pp

Annual return

-1.70%

12.20%-13.9pp

5.67%-7.4pp

2041.40%-2043.1pp

Employer contribution / active EE

$1,597

$1,909-16.4%

$3,237-50.7%

$2,203-27.5%

Participant deferral / active EE

$2,337

$4,069-42.6%

$4,991-53.2%

$3,192-26.8%

Admin fee / account holder

$176

$3,835-95.4%

$5,635-96.9%

$4,297-95.9%

POLYMERIC TECHNOLOGY, INC. 401-K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

POLYMERIC TECHNOLOGY, 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