Retirement plan

SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC. PROFIT SHARING PLAN

Name: SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC. - SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC. PROFIT SHARING PLAN (2017) Form 5500
Creator: SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC. PROFIT SHARING PLAN, SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC.

SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC.EIN 31-0644724Plan #002PY 2017

10310 SPARTAN DRIVE - CINCINNATI, OH 45215513-772-9410

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$6.9M

-8.8% from 2016

Total participants

-4.7% from 2016

Average account balance

$197,554

+4.2% from 2016

Annual return

7.71%

+1.82 pp from 2016

Benchmarks

See 14,968 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,968 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.15M

Not enough data

1 years with asset history on file

Average account balance

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

$308K

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.

89.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$644K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$17K

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

+20.18%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40733

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 codes2E2G3D

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.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1.8M

$46021 / participant

Other / not subdivided$2M100.0%

% of EOY assets

26.623%

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

$197,554

$67,602+192.2%

$82,312+140.0%

$70,126+181.7%

Participation rate

85.0%

72.8%+12.2pp

76.9%+8.1pp

69.5%+15.5pp

Annual return

7.71%

21.57%-13.9pp

25.88%-18.2pp

73.15%-65.4pp

Employer contribution / active EE

$14,188

$1,755+708.5%

$2,428+484.3%

$2,343+505.7%

Participant deferral / active EE

$2,987-100.0%

$3,706-100.0%

$3,332-100.0%

Admin fee / account holder

$52,595

$4,512+1065.8%

$5,608+837.9%

$4,645+1032.2%

SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SO-LOW ENVIRONMENTAL EQUIPMENT CO., INC. PROFIT SHARING 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