Retirement plan

FALCON TRANSPORT INC 401(K) PLAN

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

FALCON TRANSPORT INCEIN 20-8308449Plan #001PY 2017

525 BELITZ DRIVE - KIEL, WI 53042920-876-2971

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$216K

+67.5% from 2016

Total participants

0.0% from 2016

Average account balance

$54,096

+67.5% from 2016

Annual return

33.99%

+26.31 pp from 2016

Benchmarks

See 945 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort945 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

$28K

Not enough data

1 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

-52.78%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$474

$119 / participant

Other / not subdivided$474100.0%

% of EOY assets

0.219%

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

$54,096

$102,547-47.2%

$78,210-30.8%

$147,586-63.3%

Participation rate

100.0%

74.4%+25.6pp

68.7%+31.3pp

82.8%+17.2pp

Annual return

33.99%

51.08%-17.1pp

40.90%-6.9pp

578.59%-544.6pp

Employer contribution / active EE

$1,730

$2,617-33.9%

$2,034-14.9%

$4,876-64.5%

Participant deferral / active EE

$9,104

$3,481+161.5%

$2,823+222.5%

$5,439+67.4%

Admin fee / account holder

$119

$5,059-97.7%

$3,758-96.8%

$10,886-98.9%

FALCON TRANSPORT INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FALCON TRANSPORT 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