Retirement plan

TOBIN D. GEORGE LAWN CARE, INC. 401(K) PROFIT SHARING PLAN

Name: TOBIN D. GEORGE LAWN CARE, INC. - TOBIN D. GEORGE LAWN CARE, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: TOBIN D. GEORGE LAWN CARE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TOBIN D. GEORGE LAWN CARE, INC. 401(K) PROFIT SHARING PLAN, TOBIN D. GEORGE LAWN CARE, INC.

TOBIN D. GEORGE LAWN CARE, INC.EIN 23-2943063Plan #001PY 2017

241 PORES ROAD - GREENSBURG, PA 15601724-925-6812tobinslandscaping.comLinkedIn11-50 employeesconsumer services

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$150K

+89.5% from 2016

Total participants

+19.0% from 2016

Average account balance

$25,080

+89.5% from 2016

Annual return

16.75%

+11.84 pp from 2016

Benchmarks

See 3,723 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants25-99

Cohort3,723 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.03M

Not enough data

1 years with asset history on file

Average account balance

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

$103K

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.

37.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$100K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+14.75%

Not enough data

1 years with return on file

Admin fee / account holder

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

$498

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 codes2E2F2J2T3D

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).
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 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).

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

$25,080

$47,848-47.6%

$81,473-69.2%

$70,126-64.2%

Participation rate

24.0%

58.3%-34.3pp

68.0%-44.0pp

69.5%-45.5pp

Annual return

16.75%

27.25%-10.5pp

38.78%-22.0pp

73.15%-56.4pp

Employer contribution / active EE

$594

$1,527-61.1%

$2,568-76.8%

$2,343-74.6%

Participant deferral / active EE

$1,717

$2,453-30.0%

$3,537-51.5%

$3,332-48.5%

Admin fee / account holder

$3,145-100.0%

$4,561-100.0%

$4,645-100.0%

TOBIN D. GEORGE LAWN CARE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

TOBIN D. GEORGE LAWN CARE, INC. 401(K) PROFIT SHARING PLAN

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