Retirement plan

FALCON TRANSPORT INC 401(K) PLAN

Name: FALCON TRANSPORT INC - FALCON TRANSPORT INC 401(K) PLAN (2018) 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 2018

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$300K

+38.5% from 2017

Total participants

+50.0% from 2017

Average account balance

$49,944

-7.7% from 2017

Annual return

4.96%

-29.03 pp from 2017

Benchmarks

See 1,045 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,045 peers

Snapshot2018

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$1K

$283 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.472%

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

$49,944

$101,283-50.7%

$75,826-34.1%

$135,380-63.1%

Participation rate

100.0%

72.7%+27.3pp

68.2%+31.8pp

82.6%+17.4pp

Annual return

4.96%

3384.62%-3379.7pp

1914.15%-1909.2pp

519.81%-514.8pp

Employer contribution / active EE

$2,761

$2,382+15.9%

$1,913+44.3%

$4,779-42.2%

Participant deferral / active EE

$11,847

$3,469+241.5%

$2,862+313.9%

$5,609+111.2%

Admin fee / account holder

$236

$6,539-96.4%

$4,726-95.0%

$10,828-97.8%

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