Retirement plan

SNYDERS ANTIQUE AUTO PARTS, INC. 401(K) SAVINGS PLAN

Name: SNYDERS ANTIQUE AUTO PARTS, INC. - SNYDERS ANTIQUE AUTO PARTS, INC. 401(K) SAVINGS PLAN (2017) Form 5500
Creator: SNYDERS ANTIQUE AUTO PARTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SNYDERS ANTIQUE AUTO PARTS, INC. 401(K) SAVINGS PLAN, SNYDERS ANTIQUE AUTO PARTS, INC.

SNYDERS ANTIQUE AUTO PARTS, INC.EIN 34-1101594Plan #001PY 2017

12925 WOODWORTH RD - NEW SPRINGFIELD, OH 444439708330-549-5313

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.7M

+23.7% from 2016

Total participants

-5.3% from 2016

Average account balance

$46,424

+27.2% from 2016

Annual return

16.47%

+8.49 pp from 2016

Benchmarks

See 2,040 peers

Peer group

Industry45 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort2,040 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.00M

Not enough data

1 years with asset history on file

Average account balance

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

$94K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$120K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6802

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

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

$8K

$252 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.453%

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

$46,424

$56,110-17.3%

$94,993-51.1%

$70,124-33.8%

Participation rate

100.0%

65.0%+35.0pp

73.9%+26.1pp

69.5%+30.5pp

Annual return

16.47%

51.02%-34.6pp

27.14%-10.7pp

73.14%-56.7pp

Employer contribution / active EE

$1,755

$1,442+21.7%

$2,603-32.6%

$2,342-25.1%

Participant deferral / active EE

$1,552

$2,391-35.1%

$3,317-53.2%

$3,332-53.4%

Admin fee / account holder

$210

$3,456-93.9%

$4,960-95.8%

$4,645-95.5%

SNYDERS ANTIQUE AUTO PARTS, INC. 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SNYDERS ANTIQUE AUTO PARTS, INC. 401(K) SAVINGS 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