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 (2016) 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 2016

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.3M

+10.9% from 2015

Total participants

0.0% from 2015

Average account balance

$209,166

+10.9% from 2015

Annual return

8.63%

+10.91 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

$19K

$4706 / participant

Other / not subdivided$19K100.0%

% of EOY assets

1.500%

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

$209,166

$83,337+151.0%

$67,834+208.4%

$273,972-23.7%

Participation rate

100.0%

76.4%+23.6pp

68.8%+31.2pp

83.0%+17.0pp

Annual return

8.63%

259.45%-250.8pp

138.47%-129.8pp

41.46%-32.8pp

Employer contribution / active EE

$2,377

$3,287-27.7%

$2,403-1.1%

$4,869-51.2%

Participant deferral / active EE

$7,556

$4,088+84.8%

$3,160+139.1%

$5,287+42.9%

Admin fee / account holder

$3,138

$6,752-53.5%

$4,622-32.1%

$10,133-69.0%

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