Retirement plan

GO KIDS RETIREMENT PLAN

Name: GO KIDS, INC. - GO KIDS RETIREMENT PLAN (2018) Form 5500
Creator: GO KIDS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GO KIDS RETIREMENT PLAN, GO KIDS, INC.

GO KIDS, INC.EIN 94-2535812Plan #001PY 2018

885 MORO DRIVE - GILROY, CA 95020408-843-9010

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.4M

+22.1% from 2017

Total participants

208

-1.9% from 2017

Average account balance

$21,361

+22.7% from 2017

Annual return

8.70%

-3.09 pp from 2017

Benchmarks

See 1,431 peers

Peer group

Industry61 - Educational Services

Plan typeDefined contribution

Participants100-249

Cohort1,431 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.17M

Not enough data

1 years with asset history on file

Average account balance

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

$56K

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.

253

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.48M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+10.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
UNIFIED TRUST COMPANY, N.A.3+ years Filed as: UNIFIED TRUST COMPANY N.A. Service code 13 · EIN 61-1256314	Contract Administrator	$5,893

Plan features & details

Pension benefit codes3D2G2J2E2F2T

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$6K

$42 / participant

Contract admin$6K100.0%

% of EOY assets

0.133%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: NICHOLS, RICK & COMPANY
Auditor EIN: 770454740
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$21,361

$55,002-61.2%

$59,883-64.3%

$56,287-62.0%

Participation rate

99.3%

75.9%+23.4pp

74.7%+24.6pp

69.9%+29.4pp

Annual return

8.70%

1.13%+7.6pp

3.46%+5.2pp

-9.96%+18.7pp

Employer contribution / active EE

$3,427

$2,448+40.0%

$2,722+25.9%

$2,111+62.3%

Participant deferral / active EE

$1,188

$3,121-61.9%

$3,402-65.1%

$3,350-64.5%

Admin fee / account holder

$28

$236-87.9%

$3,591-99.2%

$521-94.5%

Provider

Service type

Compensation

UNIFIED TRUST COMPANY, N.A.3+ years

Filed as: UNIFIED TRUST COMPANY N.A.

Service code 13 · EIN 61-1256314

Contract Administrator

$5,893

GO KIDS RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GO KIDS RETIREMENT 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