Retirement plan

ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST

Name: ALLEGRO POOL SERVICE, INC. - ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST (2016) Form 5500
Creator: ALLEGRO POOL SERVICE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST, ALLEGRO POOL SERVICE, INC.

ALLEGRO POOL SERVICE, INC.EIN 20-0752313Plan #001PY 2016

3204 GINGER BREAD COURT - ELLICOTT CITY, MD 21042703-994-5572

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$621K

No prior year

Total participants

No prior year

Average account balance

$155,264

No prior year

Annual return

7.23%

No prior year

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$67K

Not enough data

1 years with asset history on file

Average account balance

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

$22K

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

$73K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$36K

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

+3.39%

Not enough data

1 years with return on file

Admin fee / account holder

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

$487736

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

See the 10-year trajectory. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

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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 codes2E2F2G2J3D2T

Plan features

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

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$155,264

$105,630+47.0%

$87,507+77.4%

$273,961-43.3%

Participation rate

75.0%

78.2%-3.2pp

73.8%+1.2pp

83.0%-8.0pp

Annual return

7.23%

12.25%-5.0pp

12.21%-5.0pp

41.45%-34.2pp

Employer contribution / active EE

$4,424

$3,141+40.9%

$2,550+73.5%

$4,869-9.1%

Participant deferral / active EE

$12,867

$3,601+257.3%

$3,149+308.6%

$5,287+143.4%

Admin fee / account holder

$4,781-100.0%

$4,221-100.0%

$10,132-100.0%

ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALLEGRO POOL SERVICE, INC., 401(K) PROFIT SHARING PLAN & TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion