Retirement plan

VAL U AUTO PARTS LLC 401 K PROFIT SHARING PLAN TRUST

Name: VAL-U AUTO PARTS LLC - VAL U AUTO PARTS LLC 401 K PROFIT SHARING PLAN TRUST (2017) Form 5500
Creator: VAL-U AUTO PARTS LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VAL U AUTO PARTS LLC 401 K PROFIT SHARING PLAN TRUST, VAL-U AUTO PARTS LLC

VAL-U AUTO PARTS LLCEIN 22-3759365Plan #001PY 2017

1613 WHITE HORSE PIKE - EGG HARBOR, NJ 08215609-965-2592facebook.com/valuautopartseggharborLinkedIn11-50 employeesautomotive

Prospect flagsLow assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$87K

+204.3% from 2016

Total participants

+17.8% from 2016

Average account balance

$1,973

-10.1% from 2016

Annual return

25.83%

+75.50 pp from 2016

Benchmarks

See 9,328 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,328 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$268K

Not enough data

1 years with asset history on file

Average account balance

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

$4K

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.

105.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$17K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$282

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

+15.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$546

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 codes2E2F2G2J2T3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$1,973

$78,705-97.5%

$117,860-98.3%

$70,124-97.2%

Participation rate

79.5%

73.2%+6.4pp

79.7%-0.1pp

69.5%+10.0pp

Annual return

25.83%

23.30%+2.5pp

335.10%-309.3pp

73.14%-47.3pp

Employer contribution / active EE

$594

$2,223-73.3%

$3,786-84.3%

$2,342-74.6%

Participant deferral / active EE

$563

$3,297-82.9%

$4,482-87.4%

$3,332-83.1%

Admin fee / account holder

$5,065-100.0%

$8,021-100.0%

$4,645-100.0%

VAL U AUTO PARTS LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

VAL U AUTO PARTS LLC 401 K PROFIT SHARING PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion