Retirement plan

SPARTAN MECHANICAL, LLC, 401(K) PROFIT SHARING

Name: SPARTAN MECHANICAL, LLC - SPARTAN MECHANICAL, LLC, 401(K) PROFIT SHARING (2017) Form 5500
Creator: SPARTAN MECHANICAL, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SPARTAN MECHANICAL, LLC, 401(K) PROFIT SHARING, SPARTAN MECHANICAL, LLC

SPARTAN MECHANICAL, LLCEIN 27-1139491Plan #001PY 2017

3677 N. HIGHWAY 126 SUITE V - FARR WEST, UT 84404801-648-9511

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$38K

+30.9% from 2016

Total participants

0.0% from 2016

Average account balance

-100.0% from 2016

Annual return

19.65%

+15.46 pp from 2016

Benchmarks

See 37,230 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,230 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$109K

Not enough data

1 years with asset history on file

Average account balance

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

$18K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$21K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+11.22%

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 codes2E2J

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.

Opportunity flags

1 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$5K

$1030 / participant

Other / not subdivided$5K100.0%

% of EOY assets

13.722%

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

$106,005-100.0%

$92,239-100.0%

$147,585-100.0%

Participation rate

0.0%

80.4%-80.4pp

76.5%-76.5pp

82.8%-82.8pp

Annual return

19.65%

50.05%-30.4pp

176.29%-156.6pp

578.58%-558.9pp

Employer contribution / active EE

$759

$4,333-82.5%

$3,680-79.4%

$4,876-84.4%

Participant deferral / active EE

$796

$4,478-82.2%

$3,897-79.6%

$5,439-85.4%

Admin fee / account holder

$6,333-100.0%

$5,194-100.0%

$10,886-100.0%

SPARTAN MECHANICAL, LLC, 401(K) PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SPARTAN MECHANICAL, LLC, 401(K) PROFIT SHARING

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