Retirement plan

JO-SA LANDSCAPING SERVICES, INC. 401(K) P.S. PLAN

Name: JO-SA LANDSCAPING SERVICES, INC. - JO-SA LANDSCAPING SERVICES, INC. 401(K) P.S. PLAN (2016) Form 5500
Creator: JO-SA LANDSCAPING SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JO-SA LANDSCAPING SERVICES, INC. 401(K) P.S. PLAN, JO-SA LANDSCAPING SERVICES, INC.

JO-SA LANDSCAPING SERVICES, INC.EIN 33-1002959Plan #001PY 2016

16333 TANYARD RD. - UPPER MARLBORO, MD 20772301-579-2122

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$185K

+40.6% from 2015

Total participants

-21.4% from 2015

Average account balance

$36,911

+12.5% from 2015

Annual return

5.69%

+7.07 pp from 2015

Benchmarks

See 11,489 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,489 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$332K

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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.

57.1%

Not enough data

1 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

+12.23%

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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$36,911

$93,064-60.3%

$74,577-50.5%

$273,972-86.5%

Participation rate

40.0%

74.9%-34.9pp

68.1%-28.1pp

83.0%-43.0pp

Annual return

5.69%

26.18%-20.5pp

20.47%-14.8pp

41.46%-35.8pp

Employer contribution / active EE

$686

$3,160-78.3%

$2,525-72.8%

$4,869-85.9%

Participant deferral / active EE

$3,900

$4,160-6.3%

$3,458+12.8%

$5,287-26.2%

Admin fee / account holder

$5,273-100.0%

$4,138-100.0%

$10,133-100.0%

JO-SA LANDSCAPING SERVICES, INC. 401(K) P.S. PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

JO-SA LANDSCAPING SERVICES, INC. 401(K) P.S. 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