Retirement plan

ONEIDA FLOOR COMPANY, INC. PROFIT SHARING PLAN

Name: ONEIDA FLOOR COMPANY, INC. - ONEIDA FLOOR COMPANY, INC. PROFIT SHARING PLAN (2019) Form 5500
Creator: ONEIDA FLOOR COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ONEIDA FLOOR COMPANY, INC. PROFIT SHARING PLAN, ONEIDA FLOOR COMPANY, INC.

ONEIDA FLOOR COMPANY, INC.EIN 16-0950695Plan #001PY 2019

600 RUTGER ST. - UTICA, NY 13501315-735-0840LinkedIn11-50 employeesretail

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$641K

+1.8% from 2017

Total participants

+35.7% from 2017

Average account balance

$37,724

-28.2% from 2017

Annual return

4.67%

-7.77 pp from 2017

Benchmarks

See 18,795 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,795 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$592K

Not enough data

1 years with asset history on file

Average account balance

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

$39K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$42K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+17.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$55753

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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$267 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.292%

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

$37,724

$106,905-64.7%

$84,020-55.1%

$152,885-75.3%

Participation rate

71.4%

75.2%-3.8pp

69.0%+2.4pp

82.5%-11.0pp

Annual return

4.67%

105.00%-100.3pp

71.31%-66.6pp

345.39%-340.7pp

Employer contribution / active EE

$1,699

$2,735-37.9%

$1,984-14.4%

$4,763-64.3%

Participant deferral / active EE

$4,421

$4,012+10.2%

$3,239+36.5%

$5,851-24.4%

Admin fee / account holder

$110

$8,287-98.7%

$6,101-98.2%

$11,598-99.1%

ONEIDA FLOOR COMPANY, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ONEIDA FLOOR COMPANY, INC. 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