Retirement plan

GUTTER TOPPER 401(K) PLAN

Name: COMMERCIAL GUTTER COVERS INTERNATIONAL, LLC - GUTTER TOPPER 401(K) PLAN (2019) Form 5500
Creator: COMMERCIAL GUTTER COVERS INTERNATIONAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GUTTER TOPPER 401(K) PLAN, COMMERCIAL GUTTER COVERS INTERNATIONAL, LLC

COMMERCIAL GUTTER COVERS INTERNATIONAL, LLCEIN 20-1687331Plan #002PY 2019

4111 FOUNDERS BLVD. - BATAVIA, OH 45103513-797-5800LinkedIn1-10 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$649K

+28.0% from 2018

Total participants

0.0% from 2018

Average account balance

$108,128

+28.0% from 2018

Annual return

23.74%

+27.35 pp from 2018

Benchmarks

See 40,740 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,740 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+1.54%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$200

$29 / participant

Other / not subdivided$200100.0%

% of EOY assets

0.031%

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

$108,128

$107,341+0.7%

$92,897+16.4%

$152,870-29.3%

Participation rate

85.7%

79.8%+5.9pp

76.0%+9.7pp

82.4%+3.3pp

Annual return

23.74%

145.59%-121.9pp

109.42%-85.7pp

345.34%-321.6pp

Employer contribution / active EE

$1,540

$4,221-63.5%

$3,653-57.8%

$4,763-67.7%

Participant deferral / active EE

$1,540

$4,847-68.2%

$4,238-63.6%

$5,850-73.7%

Admin fee / account holder

$33

$7,080-99.5%

$5,794-99.4%

$11,597-99.7%

GUTTER TOPPER 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

GUTTER TOPPER 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