Retirement plan

SUPERBOLT INC 401(K) PLAN

Name: SUPERBOLT INC - SUPERBOLT INC 401(K) PLAN (2015) Form 5500
Creator: SUPERBOLT INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUPERBOLT INC 401(K) PLAN, SUPERBOLT INC

SUPERBOLT INCEIN 25-1478791Plan #001PY 2015

PO BOX 683 - CARNEGIE, PA 15106412-279-1149superbolt.comLinkedIn201-500 employeesmechanical or industrial engineering

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.9M

No prior year

Total participants

No prior year

Average account balance

$26,518

No prior year

Annual return

0.01%

No prior year

Benchmarks

See 13,686 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort13,686 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.65M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

131

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$674K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

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

+12.38%

Not enough data

1 years with return on file

Admin fee / account holder

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

$149

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

1 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 codes2E2J2G3D

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.
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

$307K

$4388 / participant

Other / not subdivided$307K100.0%

% of EOY assets

16.549%

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

$26,518

$56,200-52.8%

$67,653-60.8%

$59,633-55.5%

Participation rate

100.0%

71.5%+28.5pp

75.7%+24.3pp

68.7%+31.3pp

Annual return

0.01%

18506.71%-18506.7pp

6625.22%-6625.2pp

2041.40%-2041.4pp

Employer contribution / active EE

$2,874

$1,615+78.0%

$2,266+26.9%

$2,203+30.5%

Participant deferral / active EE

$3,185

$2,843+12.0%

$3,560-10.5%

$3,192-0.2%

Admin fee / account holder

$4,388

$3,959+10.9%

$4,821-9.0%

$4,297+2.1%

SUPERBOLT INC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SUPERBOLT INC 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