Retirement plan

SIGNATURE FLOORING AND DESIGN, INC. 401K PLAN

Name: SIGNATURE FLOORING AND DESIGN, INC. - SIGNATURE FLOORING AND DESIGN, INC. 401K PLAN (2017) Form 5500
Creator: SIGNATURE FLOORING AND DESIGN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIGNATURE FLOORING AND DESIGN, INC. 401K PLAN, SIGNATURE FLOORING AND DESIGN, INC.

SIGNATURE FLOORING AND DESIGN, INC.EIN 06-1748147Plan #001PY 2017

41215 ALBRAE STREET - FREMONT, CA 94538510-651-9494floorsbysignature.comLinkedIn51-200 employeesconstruction

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$557K

+22.0% from 2016

Total participants

+11.8% from 2016

Average account balance

$69,596

+22.0% from 2016

Annual return

13.41%

+9.88 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$241K

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.

29.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+16.68%

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 codes2F2G2J3D

Plan features

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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$69,596

$99,652-30.2%

$78,778-11.7%

$147,586-52.8%

Participation rate

31.3%

76.2%-45.0pp

69.2%-37.9pp

82.8%-51.6pp

Annual return

13.41%

47.28%-33.9pp

35.62%-22.2pp

578.59%-565.2pp

Employer contribution / active EE

$2,796-100.0%

$1,986-100.0%

$4,876-100.0%

Participant deferral / active EE

$2,441

$3,664-33.4%

$2,958-17.5%

$5,439-55.1%

Admin fee / account holder

$7,155-100.0%

$5,134-100.0%

$10,886-100.0%

SIGNATURE FLOORING AND DESIGN, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SIGNATURE FLOORING AND DESIGN, INC. 401K 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