Retirement plan

UNICO SPRING CORP PROFIT SHARING PLAN

Name: UNICO SPRING CORP - UNICO SPRING CORP PROFIT SHARING PLAN (2016) Form 5500
Creator: UNICO SPRING CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, UNICO SPRING CORP PROFIT SHARING PLAN, UNICO SPRING CORP

UNICO SPRING CORPEIN 11-2306027Plan #001PY 2016

113-04 ROCKAWAY BLVD - SOUTH OZONE PARK, NY 11420718-738-8000unicospring.comLinkedIn1-10 employeesautomotive

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$311K

No prior year

Total participants

No prior year

Average account balance

$19,441

No prior year

Annual return

2.98%

No prior year

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$792K

Not enough data

1 years with asset history on file

Average account balance

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

$34K

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

$141K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+6.40%

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$217 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.116%

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

$19,441

$83,337-76.7%

$67,834-71.3%

$273,972-92.9%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

2.98%

259.45%-256.5pp

138.47%-135.5pp

41.46%-38.5pp

Employer contribution / active EE

$1,563

$3,287-52.5%

$2,403-35.0%

$4,869-67.9%

Participant deferral / active EE

$4,088-100.0%

$3,160-100.0%

$5,287-100.0%

Admin fee / account holder

$217

$6,752-96.8%

$4,622-95.3%

$10,133-97.9%

UNICO SPRING CORP PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

UNICO SPRING CORP PROFIT SHARING 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