Retirement plan

NOONAN LANDSCAPING, LLC 401(K) PLAN

Name: NOONAN LANDSCAPING, LLC - NOONAN LANDSCAPING, LLC 401(K) PLAN (2017) Form 5500
Creator: NOONAN LANDSCAPING, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NOONAN LANDSCAPING, LLC 401(K) PLAN, NOONAN LANDSCAPING, LLC

NOONAN LANDSCAPING, LLCEIN 31-1096796Plan #001PY 2017

1474 LEAH ANN COURT - HAMILTON, OH 45013513-737-2746noonanlandscapingmaine.comLinkedIn1-10 employeesmarketing and advertising

Prospect flagsLow returnsLow fidelity bond

How to read this page

Total assets (EOY)

$469K

+10.7% from 2016

Total participants

0.0% from 2016

Average account balance

$156,234

+10.7% from 2016

Annual return

3.90%

+0.62 pp from 2016

Benchmarks

See 11,957 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,957 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$675K

Not enough data

1 years with asset history on file

Average account balance

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

$337K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+3.00%

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$156,234

$101,063+54.6%

$81,473+91.8%

$147,586+5.9%

Participation rate

100.0%

74.5%+25.5pp

68.0%+32.0pp

82.8%+17.2pp

Annual return

3.90%

32.41%-28.5pp

38.78%-34.9pp

578.59%-574.7pp

Employer contribution / active EE

$5,530

$3,206+72.5%

$2,568+115.3%

$4,876+13.4%

Participant deferral / active EE

$4,085

$4,242-3.7%

$3,537+15.5%

$5,439-24.9%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,886-100.0%

NOONAN LANDSCAPING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

NOONAN LANDSCAPING, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion