Retirement plan

A&R SOLAR EMPLOYEE RETIREMENT PLAN

Name: A AND R SOLAR SPC - A&R SOLAR EMPLOYEE RETIREMENT PLAN (2017) Form 5500
Creator: A AND R SOLAR SPC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A&R SOLAR EMPLOYEE RETIREMENT PLAN, A AND R SOLAR SPC

A AND R SOLAR SPCdba A&R SOLAREIN 20-8713600Plan #001PY 2017

3211 MLK JR WAY S STE B - SEATTLE, WA 981446021206-707-9937

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$739K

+91.8% from 2016

Total participants

+41.0% from 2016

Average account balance

$21,116

+47.9% from 2016

Annual return

32.54%

+21.41 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.88M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

70.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$733K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+23.20%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4025

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.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$5K

$108 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.732%

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

$21,116

$63,346-66.7%

$92,240-77.1%

$70,126-69.9%

Participation rate

60.0%

68.7%-8.7pp

76.5%-16.5pp

69.5%-9.5pp

Annual return

32.54%

530.19%-497.6pp

176.29%-143.7pp

73.15%-40.6pp

Employer contribution / active EE

$1,487

$2,471-39.8%

$3,680-59.6%

$2,343-36.5%

Participant deferral / active EE

$3,098

$2,854+8.6%

$3,897-20.5%

$3,332-7.0%

Admin fee / account holder

$155

$3,841-96.0%

$5,194-97.0%

$4,645-96.7%

A&R SOLAR EMPLOYEE RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A&R SOLAR EMPLOYEE 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