Retirement plan

P.E. STONE, INC. SAVINGS AND INVESTMENT PLAN

Name: P.E. STONE, INC. - P.E. STONE, INC. SAVINGS AND INVESTMENT PLAN (2017) Form 5500
Creator: P.E. STONE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, P.E. STONE, INC. SAVINGS AND INVESTMENT PLAN, P.E. STONE, INC.

P.E. STONE, INC.EIN 13-3101886Plan #002PY 2017

50 WATTS STREET - NEW YORK, NY 10013212-334-1113LinkedIn1-10 employeesconstruction

Other plans on this EIN

1 filing

#001Retirement-$9.2M assets

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$2.4M

+21.4% from 2016

Total participants

0.0% from 2016

Average account balance

$804,933

+21.4% from 2016

Annual return

15.68%

+1.06 pp from 2016

Benchmarks

See 37,229 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,229 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.52M

Not enough data

1 years with asset history on file

Average account balance

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

$2.6M

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

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+26.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$81940

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 codes2E2J

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$60K

$20056 / participant

Other / not subdivided$60K100.0%

% of EOY assets

2.492%

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

$804,933

$106,008+659.3%

$92,240+772.6%

$147,586+445.4%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

15.68%

50.05%-34.4pp

176.29%-160.6pp

578.59%-562.9pp

Employer contribution / active EE

$36,000

$4,333+730.8%

$3,680+878.4%

$4,876+638.3%

Participant deferral / active EE

$22,000

$4,478+391.3%

$3,897+464.5%

$5,439+304.5%

Admin fee / account holder

$20,056

$6,333+216.7%

$5,194+286.1%

$10,886+84.2%

P.E. STONE, INC. SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

P.E. STONE, INC. SAVINGS AND INVESTMENT 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