Retirement plan

FIFTY-ONE INCORPORATED SAFE HARBOR 401(K) PLAN

Name: FIFTY-ONE INCORPORATED - FIFTY-ONE INCORPORATED SAFE HARBOR 401(K) PLAN (2019) Form 5500
Creator: FIFTY-ONE INCORPORATED
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIFTY-ONE INCORPORATED SAFE HARBOR 401(K) PLAN, FIFTY-ONE INCORPORATED

FIFTY-ONE INCORPORATEDEIN 20-2185203Plan #001PY 2019

16572 CRESTFIELD DR - OMAHA, NE 681364032402-697-0446

Other plans on this EIN

1 filing

#002Retirement-$666K assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.1M

+18.9% from 2018

Total participants

0.0% from 2018

Average account balance

$528,451

+18.9% from 2018

Annual return

9.21%

+12.34 pp from 2018

Benchmarks

See 15,858 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants<25

Cohort15,858 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.69M

Not enough data

1 years with asset history on file

Average account balance

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

$847K

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

$119K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$60K

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

+3.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7916

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 codes2E2F2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$528,451

$226,090+133.7%

$182,531+189.5%

$152,885+245.7%

Participation rate

100.0%

82.5%+17.5pp

78.0%+22.0pp

82.5%+17.5pp

Annual return

9.21%

192.57%-183.4pp

148.57%-139.4pp

345.39%-336.2pp

Employer contribution / active EE

$22,363

$4,978+349.2%

$4,075+448.7%

$4,763+369.5%

Participant deferral / active EE

$20,623

$6,369+223.8%

$5,525+273.3%

$5,851+252.5%

Admin fee / account holder

$10,705-100.0%

$8,593-100.0%

$11,598-100.0%

FIFTY-ONE INCORPORATED SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

FIFTY-ONE INCORPORATED SAFE HARBOR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion