Retirement plan

TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST

Name: TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUST - TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST (2015) Form 5500
Creator: TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUST
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST, TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUST

TRANSPORTATION SHOPPE 401K PROFIT SHARING PLAN AND TRUSTEIN 20-1867276Plan #001PY 2015

375 DIABLO ROAD, SUTIE 106 - DANVILLE, CA 94526925-820-7030

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.1M

No prior year

Total participants

No prior year

Average account balance

$188,679

No prior year

Annual return

-2.28%

No prior year

Benchmarks

See 5,259 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort5,259 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.83M

Not enough data

1 years with asset history on file

Average account balance

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

$913K

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

$51K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+43.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$266349

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 codes2E2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$18K

$4406 / participant

Other / not subdivided$18K100.0%

% of EOY assets

1.557%

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

$188,679

$75,935+148.5%

$60,547+211.6%

$125,389+50.5%

Participation rate

100.0%

76.5%+23.5pp

68.0%+32.0pp

83.2%+16.8pp

Annual return

-2.28%

-5.38%+3.1pp

335.64%-337.9pp

282.24%-284.5pp

Employer contribution / active EE

$3,301

$3,438-4.0%

$2,419+36.4%

$4,866-32.2%

Participant deferral / active EE

$13,325

$4,506+195.7%

$3,328+300.4%

$5,352+149.0%

Admin fee / account holder

$2,937

$6,768-56.6%

$4,536-35.3%

$9,541-69.2%

TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRANSPORTATION SHOPPE 401(K) PROFIT SHARING PLAN AND TRUST

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