Retirement plan

STRATEGIC BUSINESS INSIGHTS 401K PLAN

Name: STRATEGIC BUSINESS INSIGHTS - STRATEGIC BUSINESS INSIGHTS 401K PLAN (2018) Form 5500
Creator: STRATEGIC BUSINESS INSIGHTS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRATEGIC BUSINESS INSIGHTS 401K PLAN, STRATEGIC BUSINESS INSIGHTS

STRATEGIC BUSINESS INSIGHTSEIN 94-3366620Plan #002PY 2018

405 EL CAMINO REAL, SUITE 120 - MENLO PARK, CA 94025650-859-4865strategicbusinessinsights.comLinkedIn51-200 employeesmanagement consulting

Other plans on this EIN

1 filing

#001Retirement-$652K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$10.2M

-1.6% from 2017

Total participants

+2.3% from 2017

Average account balance

$226,356

-3.8% from 2017

Annual return

-4.90%

-22.84 pp from 2017

Benchmarks

See 25,535 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort25,535 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 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

Not enough data

0 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

-11.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

$2K

$71 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.023%

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

$226,356

$77,817+190.9%

$123,553+83.2%

$64,173+252.7%

Participation rate

100.0%

74.7%+25.3pp

82.3%+17.7pp

69.6%+30.4pp

Annual return

-4.90%

12.49%-17.4pp

119.21%-124.1pp

7.63%-12.5pp

Employer contribution / active EE

$1,299

$3,014-56.9%

$4,628-71.9%

$2,381-45.4%

Participant deferral / active EE

$9,151

$5,240+74.6%

$6,426+42.4%

$3,470+163.7%

Admin fee / account holder

$52

$5,519-99.1%

$9,284-99.4%

$4,887-98.9%

STRATEGIC BUSINESS INSIGHTS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRATEGIC BUSINESS INSIGHTS 401K 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