Retirement plan

ASTSWMO 401(K) PLAN

Name: ASSOCIATION OF STATE & TERRITOTIAL SOLID WASTE MANAGEMENT OFFICIALS, I - ASTSWMO 401(K) PLAN (2018) Form 5500
Creator: ASSOCIATION OF STATE & TERRITOTIAL SOLID WASTE MANAGEMENT OFFICIALS, I
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ASTSWMO 401(K) PLAN, ASSOCIATION OF STATE & TERRITOTIAL SOLID WASTE MANAGEMENT OFFICIALS, I

ASSOCIATION OF STATE & TERRITOTIAL SOLID WASTE MANAGEMENT OFFICIALS, Idba NC.EIN 23-7446280Plan #001PY 2018

1101 17TH STREET, NW, SUITE 707 - WASHINGTON, DC 20036202-640-1061LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1M

+26.2% from 2017

Total participants

0.0% from 2017

Average account balance

$149,540

+26.2% from 2017

Annual return

20.34%

-1.55 pp from 2017

Benchmarks

See 12,594 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort12,594 peers

Snapshot2018

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$3.46M

Not enough data

1 years with asset history on file

Average account balance

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

$315K

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.

157.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$179K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+17.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1729

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

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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 codes2E2G2J2T3D

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.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$36K

$7178 / participant

Other / not subdivided$36K100.0%

% of EOY assets

3.428%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$149,540

$95,193+57.1%

$76,523+95.4%

$135,375+10.5%

Participation rate

100.0%

74.4%+25.6pp

68.0%+32.0pp

82.6%+17.4pp

Annual return

20.34%

4.85%+15.5pp

-0.27%+20.6pp

519.73%-499.4pp

Employer contribution / active EE

$8,997

$3,302+172.4%

$2,647+239.9%

$4,779+88.3%

Participant deferral / active EE

$7,026

$4,639+51.4%

$3,835+83.2%

$5,609+25.3%

Admin fee / account holder

$5,127

$6,249-18.0%

$4,848+5.7%

$10,827-52.6%

ASTSWMO 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ASTSWMO 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