Retirement plan

SENN OIL COMPANY SIMPLE 401(K)PLAN

Name: SENN OIL COMPANY, INC. - SENN OIL COMPANY SIMPLE 401(K)PLAN (2016) Form 5500
Creator: SENN OIL COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SENN OIL COMPANY SIMPLE 401(K)PLAN, SENN OIL COMPANY, INC.

SENN OIL COMPANY, INC.EIN 21-0560345Plan #001PY 2016

508 S.PHILADELPHIA AVE. - EGG HARBOR CITY, NJ 08215609-965-1210

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$152K

+32.6% from 2015

Total participants

0.0% from 2015

Average account balance

$21,710

+32.6% from 2015

Annual return

8.77%

+15.95 pp from 2015

Benchmarks

See 7,097 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort7,097 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$538K

Not enough data

1 years with asset history on file

Average account balance

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

$134K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+14.69%

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$487

$81 / participant

Other / not subdivided$487100.0%

% of EOY assets

0.320%

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

$21,710

$105,630-79.4%

$87,507-75.2%

$273,968-92.1%

Participation rate

100.0%

78.2%+21.8pp

73.8%+26.2pp

83.0%+17.0pp

Annual return

8.77%

12.25%-3.5pp

12.21%-3.4pp

41.45%-32.7pp

Employer contribution / active EE

$1,642

$3,141-47.7%

$2,550-35.6%

$4,869-66.3%

Participant deferral / active EE

$2,994

$3,601-16.9%

$3,149-4.9%

$5,287-43.4%

Admin fee / account holder

$70

$4,781-98.5%

$4,221-98.4%

$10,132-99.3%

SENN OIL COMPANY SIMPLE 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SENN OIL COMPANY SIMPLE 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