Retirement plan

SILVERLEAF LAWN & LANDSCAPE, INC. 401(K) PLAN

Name: SILVERLEAF LAWN & LANDSCAPE, INC. - SILVERLEAF LAWN & LANDSCAPE, INC. 401(K) PLAN (2017) Form 5500
Creator: SILVERLEAF LAWN & LANDSCAPE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SILVERLEAF LAWN & LANDSCAPE, INC. 401(K) PLAN, SILVERLEAF LAWN & LANDSCAPE, INC.

SILVERLEAF LAWN & LANDSCAPE, INC.EIN 20-3268253Plan #001PY 2017

12213 WEDD ST - OVERLAND PARK, KS 662131670913-488-4592LinkedIn1-10 employees

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$220K

+33.8% from 2016

Total participants

0.0% from 2016

Average account balance

$220,001

+33.8% from 2016

Annual return

21.43%

+16.92 pp from 2016

Benchmarks

See 11,958 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$640K

Not enough data

1 years with asset history on file

Average account balance

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

$160K

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.

80.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+12.01%

Not enough data

1 years with return on file

Admin fee / account holder

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

$912

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 codes2E2F2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

2 tripped

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

$2K

$366 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.831%

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

$220,001

$101,069+117.7%

$81,478+170.0%

$147,585+49.1%

Participation rate

20.0%

74.5%-54.5pp

68.0%-48.0pp

82.8%-62.8pp

Annual return

21.43%

32.40%-11.0pp

38.78%-17.4pp

578.57%-557.1pp

Employer contribution / active EE

$486

$3,205-84.8%

$2,568-81.1%

$4,876-90.0%

Participant deferral / active EE

$3,572

$4,242-15.8%

$3,537+1.0%

$5,439-34.3%

Admin fee / account holder

$1,829

$5,812-68.5%

$4,561-59.9%

$10,885-83.2%

SILVERLEAF LAWN & LANDSCAPE, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SILVERLEAF LAWN & LANDSCAPE, INC. 401(K) 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