Retirement plan

STRATUS ENVIRONMENTAL, INC. 401(K) PLAN

Name: STRATUS ENVIRONMENTAL, INC. - STRATUS ENVIRONMENTAL, INC. 401(K) PLAN (2020) Form 5500
Creator: STRATUS ENVIRONMENTAL, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STRATUS ENVIRONMENTAL, INC. 401(K) PLAN, STRATUS ENVIRONMENTAL, INC.

STRATUS ENVIRONMENTAL, INC.EIN 33-0868206Plan #001PY 2020

3330 CAMERON PARK DR. STE 550 - CAMERON PARK, CA 95682530-676-6001

Other plans on this EIN

1 filing

#002Retirement-$1.0M assets

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$6.3M

-1.1% from 2019

Total participants

0.0% from 2019

Average account balance

$136,347

+3.2% from 2019

Annual return

13.86%

-6.01 pp from 2019

Benchmarks

See 120,779 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants<25

Cohort120,779 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.92M

Not enough data

1 years with asset history on file

Average account balance

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

$197K

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.

416.7%

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

$7K

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

+14.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$48167

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 codes2E2F2G2J3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$1.1M

$52187 / participant

Other / not subdivided$1M100.0%

% of EOY assets

17.473%

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

$136,347

$165,361-17.5%

$149,715-8.9%

$158,950-14.2%

Participation rate

90.5%

84.6%+5.9pp

82.5%+8.0pp

82.0%+8.5pp

Annual return

13.86%

348.24%-334.4pp

276.66%-262.8pp

302.91%-289.0pp

Employer contribution / active EE

$3,103

$5,103-39.2%

$4,645-33.2%

$4,762-34.8%

Participant deferral / active EE

$3,540

$7,182-50.7%

$6,842-48.3%

$5,983-40.8%

Admin fee / account holder

$23,824

$10,808+120.4%

$9,310+155.9%

$11,248+111.8%

STRATUS ENVIRONMENTAL, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STRATUS ENVIRONMENTAL, INC. 401(K) 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