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. (2020) 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 2020

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

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$122K

+42.6% from 2019

Total participants

0.0% from 2019

Average account balance

$60,927

+42.6% from 2019

Annual return

1.61%

-5.06 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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 codes2F2G2T3D

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.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24

$12 / participant

Other / not subdivided$24100.0%

% of EOY assets

0.020%

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

$60,927

$115,796-47.4%

$101,264-39.8%

$158,950-61.7%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

1.61%

56.15%-54.5pp

46.48%-44.9pp

302.91%-301.3pp

Employer contribution / active EE

$4,299

$4,175+3.0%

$3,660+17.5%

$4,762-9.7%

Participant deferral / active EE

$13,225

$4,958+166.7%

$4,370+202.6%

$5,983+121.1%

Admin fee / account holder

$12

$7,247-99.8%

$5,947-99.8%

$11,248-99.9%

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