Retirement plan

EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC.

Name: SUB-CONTRACTORS TRADE ASSOCIATION, INC. - EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC. (2018) Form 5500
Creator: SUB-CONTRACTORS TRADE ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC., SUB-CONTRACTORS TRADE ASSOCIATION, INC.

SUB-CONTRACTORS TRADE ASSOCIATION, INC.EIN 13-2597670Plan #001PY 2018

1325 AVENUE OF THE AMERICAS FL 10 - NEW YORK, NY 100197850212-398-6220

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$49K

+97.4% from 2017

Total participants

0.0% from 2017

Average account balance

$24,642

+97.4% from 2017

Annual return

8.25%

-40.87 pp from 2017

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$247K

Not enough data

1 years with asset history on file

Average account balance

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

$124K

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

$59K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+7.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

$114403

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 codes2F2T3D

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).
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$24

$12 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.049%

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

$24,642

$97,732-74.8%

$83,831-70.6%

$135,380-81.8%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

8.25%

1287.56%-1279.3pp

850.99%-842.7pp

519.81%-511.6pp

Employer contribution / active EE

$3,014

$4,222-28.6%

$3,631-17.0%

$4,779-36.9%

Participant deferral / active EE

$8,114

$4,683+73.3%

$4,082+98.8%

$5,609+44.7%

Admin fee / account holder

$12

$6,675-99.8%

$5,479-99.8%

$10,828-99.9%

EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF SUB-CONTRACTORS TRADE ASSOCIATION, INC.

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