Retirement plan

REAL PIE MEDIA INC 401K PROFIT SHARING PLAN AND TRUST

Name: REAL PIE MEDIA INC - REAL PIE MEDIA INC 401K PROFIT SHARING PLAN AND TRUST (2018) Form 5500
Creator: REAL PIE MEDIA INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REAL PIE MEDIA INC 401K PROFIT SHARING PLAN AND TRUST, REAL PIE MEDIA INC

REAL PIE MEDIA INCEIN 95-4794876Plan #001PY 2018

65 REDDING ROAD, UNIT 990 - GEORGETOWN, CT 06829310-663-4784

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$360K

+1.6% from 2017

Total participants

0.0% from 2017

Average account balance

$36,032

+1.6% from 2017

Annual return

-10.33%

-22.95 pp from 2017

Benchmarks

See 8,370 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants<25

Cohort8,370 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$76K

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.

184.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$149K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+18.61%

Not enough data

1 years with return on file

Admin fee / account holder

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

$303

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 codes2E2F2G2J2T3D

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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

$2K

$254 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.422%

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

$36,032

$97,027-62.9%

$83,323-56.8%

$135,382-73.4%

Participation rate

100.0%

80.4%+19.6pp

77.8%+22.2pp

82.6%+17.4pp

Annual return

-10.33%

12.31%-22.6pp

10.63%-21.0pp

519.77%-530.1pp

Employer contribution / active EE

$2,985

$4,143-28.0%

$3,379-11.7%

$4,779-37.5%

Participant deferral / active EE

$4,041

$5,964-32.2%

$5,565-27.4%

$5,609-27.9%

Admin fee / account holder

$152

$8,427-98.2%

$7,539-98.0%

$10,829-98.6%

REAL PIE MEDIA INC 401K PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REAL PIE MEDIA INC 401K PROFIT SHARING PLAN AND TRUST

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