Retirement plan

ABIDE BUILDERS, INC. RETIREMENT PLAN

Name: ABIDE BUILDERS, INC. - ABIDE BUILDERS, INC. RETIREMENT PLAN (2018) Form 5500
Creator: ABIDE BUILDERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ABIDE BUILDERS, INC. RETIREMENT PLAN, ABIDE BUILDERS, INC.

ABIDE BUILDERS, INC.EIN 20-8176426Plan #001PY 2018

5151 NORTH PALM AVENUE, SUITE 920 - FRESNO, CA 93704559-224-7656LinkedIn11-50 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$253K

+8.4% from 2017

Total participants

+41.7% from 2017

Average account balance

$15,837

-18.7% from 2017

Annual return

-5.17%

-20.44 pp from 2017

Benchmarks

See 38,943 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,943 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.17M

Not enough data

1 years with asset history on file

Average account balance

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

$49K

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.

112.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$489K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+36.30%

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

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

$125K

$8939 / participant

Other / not subdivided$125K100.0%

% of EOY assets

49.385%

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

$15,837

$97,761-83.8%

$83,850-81.1%

$135,382-88.3%

Participation rate

92.9%

80.0%+12.9pp

76.1%+16.7pp

82.6%+10.2pp

Annual return

-5.17%

1287.44%-1292.6pp

850.92%-856.1pp

519.77%-524.9pp

Employer contribution / active EE

$11,120

$4,222+163.4%

$3,631+206.3%

$4,779+132.7%

Participant deferral / active EE

$4,682-100.0%

$4,082-100.0%

$5,609-100.0%

Admin fee / account holder

$7,821

$6,674+17.2%

$5,478+42.8%

$10,829-27.8%

ABIDE BUILDERS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ABIDE BUILDERS, INC. RETIREMENT 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