Retirement plan

AUTO TOWN 401(K) SAVINGS AND INVESTMENT PLAN

Name: AUTO TOWN BUICK GMC INC. - AUTO TOWN 401(K) SAVINGS AND INVESTMENT PLAN (2017) Form 5500
Creator: AUTO TOWN BUICK GMC INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AUTO TOWN 401(K) SAVINGS AND INVESTMENT PLAN, AUTO TOWN BUICK GMC INC.

AUTO TOWN BUICK GMC INC.EIN 20-2495878Plan #001PY 2017

19495 S E MCLOUGHLIN BLVD - GLADSTONE, OR 97027503-513-4640autotowngmcbuick.comLinkedIn11-50 employeesautomotive

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$433K

+27.0% from 2016

Total participants

+11.8% from 2016

Average account balance

$30,952

+27.0% from 2016

Annual return

19.31%

+11.46 pp from 2016

Benchmarks

See 7,912 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,912 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.00M

Not enough data

1 years with asset history on file

Average account balance

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

$67K

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.

62.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$68K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+22.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$541

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 codes2E2F2G2J3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$30,952

$53,128-41.7%

$86,582-64.3%

$70,126-55.9%

Participation rate

25.0%

65.3%-40.3pp

73.5%-48.5pp

69.5%-44.5pp

Annual return

19.31%

27.66%-8.3pp

965.08%-945.8pp

73.15%-53.8pp

Employer contribution / active EE

$2,068-100.0%

$2,839-100.0%

$2,343-100.0%

Participant deferral / active EE

$821

$2,695-69.5%

$3,609-77.2%

$3,332-75.4%

Admin fee / account holder

$3,584-100.0%

$4,904-100.0%

$4,645-100.0%

AUTO TOWN 401(K) SAVINGS AND INVESTMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

AUTO TOWN 401(K) SAVINGS AND INVESTMENT 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