Retirement plan

BULLSKIN STONE & LIME, LLC 401(K) PROFIT SHARING PLAN

Name: BULLSKIN STONE & LIME, LLC - BULLSKIN STONE & LIME, LLC 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: BULLSKIN STONE & LIME, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BULLSKIN STONE & LIME, LLC 401(K) PROFIT SHARING PLAN, BULLSKIN STONE & LIME, LLC

BULLSKIN STONE & LIME, LLCEIN 20-5345178Plan #001PY 2017

P.O. BOX 528 - LATROBE, PA 15650724-537-7505

Prospect flagsLow assets / participantLow employer contribution

How to read this page

Total assets (EOY)

$75K

+72.2% from 2016

Total participants

0.0% from 2016

Average account balance

$5,805

+72.2% from 2016

Annual return

23.66%

+11.24 pp from 2016

Benchmarks

See 2,024 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants<25

Cohort2,024 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.91%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2T3D2F

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.
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 employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$276

$39 / participant

Other / not subdivided$276100.0%

% of EOY assets

0.366%

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

$5,805

$152,460-96.2%

$118,746-95.1%

$147,585-96.1%

Participation rate

71.4%

82.3%-10.8pp

78.3%-6.8pp

82.8%-11.4pp

Annual return

23.66%

17.41%+6.3pp

24.54%-0.9pp

578.58%-554.9pp

Employer contribution / active EE

$5,046-100.0%

$4,193-100.0%

$4,876-100.0%

Participant deferral / active EE

$3,038

$6,212-51.1%

$5,332-43.0%

$5,439-44.1%

Admin fee / account holder

$21

$16,953-99.9%

$10,720-99.8%

$10,886-99.8%

BULLSKIN STONE & LIME, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BULLSKIN STONE & LIME, LLC 401(K) PROFIT SHARING 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