Retirement plan

ULTRA GRO, LLC 401(K) PLAN

Name: ULTRA GRO, LLC - ULTRA GRO, LLC 401(K) PLAN (2016) Form 5500
Creator: ULTRA GRO, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ULTRA GRO, LLC 401(K) PLAN, ULTRA GRO, LLC

ULTRA GRO, LLCEIN 26-1819803Plan #002PY 2016

1043 S. GRANADA - MADERA, CA 936374801559-661-0977ultragro.netLinkedIn11-50 employeesfarming

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.2M

+6.5% from 2015

Total participants

-9.1% from 2015

Average account balance

$72,768

+10.0% from 2015

Annual return

5.44%

-15.97 pp from 2015

Benchmarks

See 6,045 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort6,045 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.43M

Not enough data

1 years with asset history on file

Average account balance

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

$114K

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.

114.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$316K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+13.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25961

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 codes2E2G2J2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

$313K

$12044 / participant

Other / not subdivided$313K100.0%

% of EOY assets

14.344%

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

$72,768

$58,828+23.7%

$78,002-6.7%

$62,881+15.7%

Participation rate

100.0%

71.1%+28.9pp

75.5%+24.5pp

69.3%+30.7pp

Annual return

5.44%

17.16%-11.7pp

425.99%-420.5pp

20.14%-14.7pp

Employer contribution / active EE

$8,739

$1,672+422.8%

$2,470+253.8%

$2,281+283.2%

Participant deferral / active EE

$4,108

$2,686+53.0%

$3,497+17.5%

$3,203+28.3%

Admin fee / account holder

$10,438

$4,393+137.6%

$5,481+90.4%

$4,296+143.0%

ULTRA GRO, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ULTRA GRO, 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