Retirement plan

SABER ROUSTABOUT 401(K) PLAN AND TRUST

Name: SABER ROUSTABOUT SERVICE LLC - SABER ROUSTABOUT 401(K) PLAN AND TRUST (2017) Form 5500
Creator: SABER ROUSTABOUT SERVICE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SABER ROUSTABOUT 401(K) PLAN AND TRUST, SABER ROUSTABOUT SERVICE LLC

SABER ROUSTABOUT SERVICE LLCEIN 27-1570648Plan #001PY 2017

44795 S COUNTY ROAD 267 - RINGWOOD, OK 73768580-883-2882LinkedIn1-10 employeesoil & energy

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$600K

+35.1% from 2016

Total participants

+42.1% from 2016

Average account balance

$33,352

+5.1% from 2016

Annual return

15.18%

+7.77 pp from 2016

Benchmarks

See 8,098 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,098 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.36M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

41.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

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

+13.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1082

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.

Expense breakdown

Schedule H Part II

Admin total

$2K

$91 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.332%

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

$33,352

$104,251-68.0%

$91,004-63.4%

$147,585-77.4%

Participation rate

59.1%

78.2%-19.1pp

75.6%-16.5pp

82.8%-23.7pp

Annual return

15.18%

27.06%-11.9pp

4.60%+10.6pp

578.58%-563.4pp

Employer contribution / active EE

$1,808

$3,116-42.0%

$2,456-26.4%

$4,876-62.9%

Participant deferral / active EE

$2,247

$4,195-46.4%

$3,548-36.7%

$5,439-58.7%

Admin fee / account holder

$111

$8,948-98.8%

$5,417-98.0%

$10,886-99.0%

SABER ROUSTABOUT 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SABER ROUSTABOUT 401(K) PLAN AND TRUST

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