Retirement plan

SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLC 401(K) PLAN

Name: SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLC - SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLC 401(K) PLAN (2020) Form 5500
Creator: SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLC 401(K) PLAN, SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLC

SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLCEIN 26-1678474Plan #001PY 2020

30998 HUNTWOOD AVENUE #108 - HAYWARD, CA 94544510-670-0809LinkedIn1-10 employees

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$77K

+850.2% from 2019

Total participants

0.0% from 2019

Average account balance

$12,767

+850.2% from 2019

Annual return

130.29%

+130.29 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$487K

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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

$58K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+13.16%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3397

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 codes2E2G2J3D

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$840

$140 / participant

Other / not subdivided$840100.0%

% of EOY assets

1.097%

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

$12,767

$165,361-92.3%

$149,715-91.5%

$158,950-92.0%

Participation rate

100.0%

84.6%+15.4pp

82.5%+17.5pp

82.0%+18.0pp

Annual return

130.29%

348.24%-217.9pp

276.66%-146.4pp

302.91%-172.6pp

Employer contribution / active EE

$3,164

$5,103-38.0%

$4,645-31.9%

$4,762-33.6%

Participant deferral / active EE

$6,509

$7,182-9.4%

$6,842-4.9%

$5,983+8.8%

Admin fee / account holder

$140

$10,808-98.7%

$9,310-98.5%

$11,248-98.8%

SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMITH & ASSOCIATES ENVIRONMENTAL HEALTH & SAFETY 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