Retirement plan

PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN

Name: PLANT/ALLISON CORPORATION - PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN (2017) Form 5500
Creator: PLANT/ALLISON CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN, PLANT/ALLISON CORPORATION

PLANT/ALLISON CORPORATIONEIN 01-0611050Plan #001PY 2017

300 NEWHALL STREET - SAN FRANCISCO, CA 94124415-285-0500LinkedIn51-200 employeesconstruction

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$36.2M

+18.9% from 2016

Total participants

153

+6.3% from 2016

Average account balance

$255,114

+13.1% from 2016

Annual return

17.69%

+9.22 pp from 2016

Benchmarks

See 2,582 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort2,582 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$60.30M

Not enough data

1 years with asset history on file

Average account balance

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

$341K

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.

177

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.

91.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.30M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+18.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$353

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
MINNESOTA LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 41-0417830	Contract Administrator	$1,562

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

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2K

$15 / participant

Contract admin$2K100.0%

% of EOY assets

0.004%

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: JHS CPAS, LLP
Auditor EIN: 810865829
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$255,114

$58,726+334.4%

$92,240+176.6%

$62,293+309.5%

Participation rate

89.3%

68.3%+21.0pp

76.5%+12.8pp

69.5%+19.8pp

Annual return

17.69%

43.62%-25.9pp

176.29%-158.6pp

28.90%-11.2pp

Employer contribution / active EE

$11,044

$2,392+361.7%

$3,680+200.1%

$2,042+440.8%

Participant deferral / active EE

$10,405

$2,766+276.2%

$3,897+167.0%

$3,169+228.3%

Admin fee / account holder

$11

$556-98.0%

$5,194-99.8%

$479-97.7%

Provider

Service type

Compensation

MINNESOTA LIFE INSURANCE COMPANY3+ years

Service code 13 · EIN 41-0417830

Contract Administrator

$1,562

PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PLANT/ALLISON CORPORATION PROFIT SHARING 401(K) 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