Retirement plan

SUPERIOR AERIAL AND EQUIPMENT, INC. 401(K) PLAN

Name: SUPERIOR AERIAL AND EQUIPMENT REPAIR, INC. - SUPERIOR AERIAL AND EQUIPMENT, INC. 401(K) PLAN (2015) Form 5500
Creator: SUPERIOR AERIAL AND EQUIPMENT REPAIR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERIOR AERIAL AND EQUIPMENT, INC. 401(K) PLAN, SUPERIOR AERIAL AND EQUIPMENT REPAIR, INC.

SUPERIOR AERIAL AND EQUIPMENT REPAIR, INC.EIN 03-0444417Plan #001PY 2015

1323 MIDDLEBURY RD. - KENT, OH 44240330-677-9870

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$47K

No prior year

Total participants

No prior year

Average account balance

$7,842

No prior year

Annual return

-0.53%

No prior year

Benchmarks

See 26,344 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort26,344 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$61K

Not enough data

1 years with asset history on file

Average account balance

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

$15K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+3.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$223

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$7,842

$84,694-90.7%

$73,843-89.4%

$125,392-93.7%

Participation rate

33.3%

76.8%-43.4pp

73.4%-40.1pp

83.2%-49.9pp

Annual return

-0.53%

3123.66%-3124.2pp

2267.91%-2268.4pp

282.23%-282.8pp

Employer contribution / active EE

$846

$3,123-72.9%

$2,787-69.7%

$4,866-82.6%

Participant deferral / active EE

$846

$3,992-78.8%

$3,583-76.4%

$5,351-84.2%

Admin fee / account holder

$5,691-100.0%

$4,880-100.0%

$9,541-100.0%

SUPERIOR AERIAL AND EQUIPMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUPERIOR AERIAL AND EQUIPMENT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion