Retirement plan

STANLEY TREE SERVICE, INC. 401(K) PLAN

Name: STANLEY TREE SERVICE INC. - STANLEY TREE SERVICE, INC. 401(K) PLAN (2019) Form 5500
Creator: STANLEY TREE SERVICE INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANLEY TREE SERVICE, INC. 401(K) PLAN, STANLEY TREE SERVICE INC.

STANLEY TREE SERVICE INC.EIN 05-0468308Plan #001PY 2019

275 GEORGE WASHINGTON HWY - SMITHFIELD, RI 02917401-765-4677LinkedIn1-10 employeesenvironmental services

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.4M

+90.1% from 2018

Total participants

119

+26.6% from 2018

Average account balance

$25,879

+2.2% from 2018

Annual return

36.29%

+36.29 pp from 2018

Benchmarks

See 4,197 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort4,197 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.37M

Not enough data

1 years with asset history on file

Average account balance

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

$44K

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.

168

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.

54.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.03M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+13.72%

Not enough data

1 years with return on file

Admin fee / account holder

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

$164

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

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

$7K

$68 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.273%

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

$25,879

$48,053-46.1%

$84,628-69.4%

$72,975-64.5%

Participation rate

73.2%

57.6%+15.6pp

68.2%+5.0pp

69.5%+3.7pp

Annual return

36.29%

37.39%-1.1pp

258.80%-222.5pp

81.01%-44.7pp

Employer contribution / active EE

$3,457

$1,602+115.8%

$2,653+30.3%

$2,440+41.7%

Participant deferral / active EE

$3,592

$2,681+34.0%

$3,900-7.9%

$3,608-0.4%

Admin fee / account holder

$71

$3,395-97.9%

$4,914-98.6%

$5,124-98.6%

STANLEY TREE SERVICE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STANLEY TREE SERVICE, INC. 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