Retirement plan

TLG PAVING COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: TLG PAVING COMPANY, INC. - TLG PAVING COMPANY, INC. 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: TLG PAVING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TLG PAVING COMPANY, INC. 401(K) PROFIT SHARING PLAN, TLG PAVING COMPANY, INC.

TLG PAVING COMPANY, INC.EIN 33-0867775Plan #002PY 2020

230 HELICOPTER CIRCLE - CORONA, CA 92880951-735-7200

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$251K

+211.2% from 2019

Total participants

+19.0% from 2019

Average account balance

$25,055

+211.2% from 2019

Annual return

36.96%

+36.96 pp from 2019

Benchmarks

See 42,050 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,050 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$829K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

55.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$25045

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

$698

$29 / participant

Other / not subdivided$698100.0%

% of EOY assets

0.279%

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

$25,055

$115,780-78.4%

$101,255-75.3%

$158,931-84.2%

Participation rate

37.5%

79.4%-41.9pp

75.8%-38.3pp

82.0%-44.5pp

Annual return

36.96%

56.14%-19.2pp

46.48%-9.5pp

302.86%-265.9pp

Employer contribution / active EE

$1,548

$4,175-62.9%

$3,660-57.7%

$4,761-67.5%

Participant deferral / active EE

$4,297

$4,958-13.3%

$4,370-1.7%

$5,982-28.2%

Admin fee / account holder

$70

$7,246-99.0%

$5,946-98.8%

$11,247-99.4%

TLG PAVING COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TLG PAVING COMPANY, INC. 401(K) 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