Retirement plan

IN & OUT EMPLOYEES 401(K) PLAN

Name: IN AND OUT VALET COMPANY - IN & OUT EMPLOYEES 401(K) PLAN (2018) Form 5500
Creator: IN AND OUT VALET COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, IN & OUT EMPLOYEES 401(K) PLAN, IN AND OUT VALET COMPANY

IN AND OUT VALET COMPANYEIN 25-1851406Plan #001PY 2018

366 WENDEL ROAD - IRWIN, PA 15642412-427-9740

Other plans on this EIN

1 filing

#002Retirement-$543K assets

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$546K

+9.6% from 2017

Total participants

-10.3% from 2017

Average account balance

$136,492

+9.6% from 2017

Annual return

-6.38%

-27.53 pp from 2017

Benchmarks

See 3,617 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,617 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.67M

Not enough data

1 years with asset history on file

Average account balance

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

$334K

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.

20.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.06%

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 codes2E2F2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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

$136,492

$49,280+177.0%

$67,313+102.8%

$64,173+112.7%

Participation rate

12.0%

60.8%-48.8pp

69.1%-57.1pp

69.6%-57.6pp

Annual return

-6.38%

-1.39%-5.0pp

-4.08%-2.3pp

7.63%-14.0pp

Employer contribution / active EE

$1,370

$1,668-17.9%

$2,566-46.6%

$2,381-42.5%

Participant deferral / active EE

$1,816

$2,484-26.9%

$3,568-49.1%

$3,470-47.7%

Admin fee / account holder

$3,863-100.0%

$4,507-100.0%

$4,887-100.0%

IN & OUT EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

IN & OUT EMPLOYEES 401(K) 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