Retirement plan

ALLEN ROSS TILE COMPANY, INC. 401K PLAN

Name: ALLEN ROSS TILE COMPANY, INC. - ALLEN ROSS TILE COMPANY, INC. 401K PLAN (2016) Form 5500
Creator: ALLEN ROSS TILE COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALLEN ROSS TILE COMPANY, INC. 401K PLAN, ALLEN ROSS TILE COMPANY, INC.

ALLEN ROSS TILE COMPANY, INC.dba ARTCOEIN 33-0809403Plan #001PY 2016

1451 EDINGER AVE, STE B - TUSTIN, CA 92780714-259-7660LinkedIn11-50 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$360K

+20.5% from 2015

Total participants

-11.8% from 2015

Average account balance

No prior year

Annual return

8.48%

+12.04 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$453K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

30.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$39K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+7.43%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20769

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 codes2H2J2Q

Plan features

2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.

Opportunity flags

1 tripped

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$14K

$1246 / participant

Other / not subdivided$14K100.0%

% of EOY assets

3.812%

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

$99,345-100.0%

$84,753-100.0%

$273,972-100.0%

Participation rate

0.0%

80.7%-80.7pp

76.6%-76.6pp

83.0%-83.0pp

Annual return

8.48%

22.93%-14.4pp

22.78%-14.3pp

41.46%-33.0pp

Employer contribution / active EE

$1,393

$4,214-66.9%

$3,574-61.0%

$4,869-71.4%

Participant deferral / active EE

$2,884

$4,270-32.4%

$3,712-22.3%

$5,287-45.4%

Admin fee / account holder

$6,645-100.0%

$5,333-100.0%

$10,133-100.0%

ALLEN ROSS TILE COMPANY, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALLEN ROSS TILE COMPANY, INC. 401K 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