Retirement plan

ENVIRONMENTAL EQUIPMENT RENTAL, INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN

Name: ENVIRONMENTAL EQUIPMENT RENTAL, INC. - ENVIRONMENTAL EQUIPMENT RENTAL, INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN (2015) Form 5500
Creator: ENVIRONMENTAL EQUIPMENT RENTAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ENVIRONMENTAL EQUIPMENT RENTAL, INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN, ENVIRONMENTAL EQUIPMENT RENTAL, INC.

ENVIRONMENTAL EQUIPMENT RENTAL, INC.EIN 33-0358096Plan #001PY 2015

145 PACIFIC STREET - POMONA, CA 91768909-595-7665environmentalequipmentsupply.comLinkedIn1-10 employeesenvironmental services

Prospect flagsLow participationLow employer contribution

How to read this page

Total assets (EOY)

$680K

No prior year

Total participants

No prior year

Average account balance

$27,184

No prior year

Annual return

-1.55%

No prior year

Benchmarks

See 3,138 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,138 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.11M

Not enough data

1 years with asset history on file

Average account balance

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

$43K

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.

65.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$70K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.07%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3205

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 participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$321

$10 / participant

Other / not subdivided$321100.0%

% of EOY assets

0.047%

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

$27,184

$52,519-48.2%

$155,789-82.6%

$59,633-54.4%

Participation rate

53.1%

61.7%-8.6pp

76.1%-23.0pp

68.7%-15.5pp

Annual return

-1.55%

53.51%-55.1pp

71.54%-73.1pp

2041.45%-2043.0pp

Employer contribution / active EE

$1,589-100.0%

$3,839-100.0%

$2,203-100.0%

Participant deferral / active EE

$1,359

$3,084-55.9%

$4,798-71.7%

$3,192-57.4%

Admin fee / account holder

$13

$3,540-99.6%

$7,477-99.8%

$4,297-99.7%

ENVIRONMENTAL EQUIPMENT RENTAL, INC. EMPLOYEES' SAVINGS & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENVIRONMENTAL EQUIPMENT RENTAL, INC. EMPLOYEES' SAVINGS & 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