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 (2017) 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 2017

309 DIABLO ROAD, SUITE 200 - DANVILLE, CA 94526925-820-7030

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$805K

-35.8% from 2016

Total participants

-33.3% from 2016

Average account balance

$201,294

-3.8% from 2016

Annual return

12.40%

+3.77 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

$650K

$162447 / participant

Other / not subdivided$650K100.0%

% of EOY assets

80.702%

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

$201,294

$91,037+121.1%

$71,671+180.9%

$147,586+36.4%

Participation rate

100.0%

76.1%+23.9pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

12.40%

20.48%-8.1pp

20.65%-8.3pp

578.59%-566.2pp

Employer contribution / active EE

$2,145

$3,327-35.5%

$2,460-12.8%

$4,876-56.0%

Participant deferral / active EE

$7,625

$4,498+69.5%

$3,438+121.8%

$5,439+40.2%

Admin fee / account holder

$162,447

$8,613+1786.2%

$5,558+2822.5%

$10,886+1392.3%

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