Retirement plan

JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN

Name: JOES BRIDGE AND GRADING INC - JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN (2018) Form 5500
Creator: JOES BRIDGE AND GRADING INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN, JOES BRIDGE AND GRADING INC

JOES BRIDGE AND GRADING INCEIN 20-1998434Plan #001PY 2018

31 PINE CONE ROAD - POPLAR BLUFF, MO 63901573-785-7669LinkedIn11-50 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$968K

+8.5% from 2017

Total participants

+20.0% from 2017

Average account balance

$19,370

-17.6% from 2017

Annual return

-4.73%

-15.78 pp from 2017

Benchmarks

See 15,016 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,016 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$396K

Not enough data

1 years with asset history on file

Average account balance

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

$5K

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.

260.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$121K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

$780

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 codes2E2J2T3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$11K

$396 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.185%

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

$19,370

$57,352-66.2%

$83,831-76.9%

$64,173-69.8%

Participation rate

86.2%

68.6%+17.6pp

76.1%+10.1pp

69.6%+16.6pp

Annual return

-4.73%

11.38%-16.1pp

850.99%-855.7pp

7.63%-12.4pp

Employer contribution / active EE

$2,732

$2,546+7.3%

$3,631-24.8%

$2,381+14.8%

Participant deferral / active EE

$1,718

$2,993-42.6%

$4,082-57.9%

$3,470-50.5%

Admin fee / account holder

$229

$4,046-94.3%

$5,479-95.8%

$4,887-95.3%

JOES BRIDGE AND GRADING, INC DAVIS BACON 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOES BRIDGE AND GRADING, INC DAVIS BACON 401K 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