Retirement plan

SPEC-TEC, LLC 401(K) PLAN

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

SPEC-TEC, LLCEIN 26-1609876Plan #002PY 2015

831 MAPLE AVENUE - HOMEWOOD, IL 60430708-743-2128

Other plans on this EIN

1 filing

#001Retirement-$946K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$318K

No prior year

Total participants

No prior year

Average account balance

$159,174

No prior year

Annual return

0.05%

No prior year

Benchmarks

See 9,819 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort9,819 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$475K

Not enough data

1 years with asset history on file

Average account balance

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

$238K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$55K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$28K

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

+1.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4602

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$18

$9 / participant

Other / not subdivided$18100.0%

% of EOY assets

0.006%

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

$159,174

$84,518+88.3%

$67,704+135.1%

$125,389+26.9%

Participation rate

100.0%

74.8%+25.2pp

67.5%+32.5pp

83.2%+16.8pp

Annual return

0.05%

2.57%-2.5pp

25.41%-25.4pp

282.24%-282.2pp

Employer contribution / active EE

$2,400

$3,292-27.1%

$2,559-6.2%

$4,866-50.7%

Participant deferral / active EE

$17,700

$4,430+299.6%

$3,585+393.7%

$5,352+230.7%

Admin fee / account holder

$5,340-99.8%

$4,255-99.8%

$9,541-99.9%

SPEC-TEC, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPEC-TEC, LLC 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