Retirement plan

GO GREEN LOGISTICS, LLC. RETIREMENT PLAN

Name: GO GREEN LOGISTICS, LLC. - GO GREEN LOGISTICS, LLC. RETIREMENT PLAN (2017) Form 5500
Creator: GO GREEN LOGISTICS, LLC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GO GREEN LOGISTICS, LLC. RETIREMENT PLAN, GO GREEN LOGISTICS, LLC.

GO GREEN LOGISTICS, LLC.EIN 26-1199167Plan #001PY 2017

2 ASHLAWN CT - SPRING VALLEY, NY 10977914-292-2181

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$250K

+59.2% from 2016

Total participants

+140.0% from 2016

Average account balance

$62,505

+59.2% from 2016

Annual return

15.63%

+6.65 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

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.

61.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$34K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2674

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 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

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

$62,505

$91,037-31.3%

$71,671-12.8%

$147,585-57.6%

Participation rate

33.3%

76.1%-42.8pp

68.7%-35.4pp

82.8%-49.5pp

Annual return

15.63%

20.48%-4.8pp

20.65%-5.0pp

578.58%-563.0pp

Employer contribution / active EE

$701

$3,327-78.9%

$2,460-71.5%

$4,876-85.6%

Participant deferral / active EE

$5,000

$4,498+11.2%

$3,438+45.4%

$5,439-8.1%

Admin fee / account holder

$8,613-100.0%

$5,558-100.0%

$10,886-100.0%

GO GREEN LOGISTICS, LLC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GO GREEN LOGISTICS, LLC. RETIREMENT 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