Retirement plan

SECURE RECORDS SOLUTIONS, LLC 401(K) PLAN

Name: SECURE RECORDS SOLUTIONS, LLC - SECURE RECORDS SOLUTIONS, LLC 401(K) PLAN (2017) Form 5500
Creator: SECURE RECORDS SOLUTIONS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SECURE RECORDS SOLUTIONS, LLC 401(K) PLAN, SECURE RECORDS SOLUTIONS, LLC

SECURE RECORDS SOLUTIONS, LLCEIN 20-0088810Plan #001PY 2017

PO BOX 1866 - THOMASVILLE, GA 31799229-226-0414securerecordssolutions.comLinkedIn51-200 employeesinformation services

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$469K

+29.3% from 2016

Total participants

0.0% from 2016

Average account balance

$78,135

+29.3% from 2016

Annual return

12.42%

-1.75 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort945 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.44M

Not enough data

1 years with asset history on file

Average account balance

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

$144K

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.

54.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$146K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+63.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1898

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 codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
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

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

$150

$38 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.032%

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

$78,135

$102,547-23.8%

$78,210-0.1%

$147,586-47.1%

Participation rate

100.0%

74.4%+25.6pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

12.42%

51.08%-38.7pp

40.90%-28.5pp

578.59%-566.2pp

Employer contribution / active EE

$3,814

$2,617+45.7%

$2,034+87.5%

$4,876-21.8%

Participant deferral / active EE

$11,458

$3,481+229.2%

$2,823+305.9%

$5,439+110.7%

Admin fee / account holder

$25

$5,059-99.5%

$3,758-99.3%

$10,886-99.8%

SECURE RECORDS SOLUTIONS, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SECURE RECORDS SOLUTIONS, LLC 401(K) 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