Retirement plan

TRI-COUNTY TRUCK & FARM TIRE, INC SIMPLE 401(K) PLAN AND TRUST

Name: TRI-COUNTY TRUCK & FARM TIRE INC - TRI-COUNTY TRUCK & FARM TIRE, INC SIMPLE 401(K) PLAN AND TRUST (2015) Form 5500
Creator: TRI-COUNTY TRUCK & FARM TIRE INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRI-COUNTY TRUCK & FARM TIRE, INC SIMPLE 401(K) PLAN AND TRUST, TRI-COUNTY TRUCK & FARM TIRE INC

TRI-COUNTY TRUCK & FARM TIRE INCEIN 34-1391735Plan #001PY 2015

7511 JERUSALEM RD - OREGON, OH 436165709419-836-7788

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$1.2M

No prior year

Total participants

No prior year

Average account balance

$52,983

No prior year

Annual return

-0.30%

No prior year

Benchmarks

See 15,269 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort15,269 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.31M

Not enough data

1 years with asset history on file

Average account balance

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

$105K

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.

137.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$97K

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

+12.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2556

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 codes2F2G2T2J3D

Plan features

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

$3K

$204 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.268%

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

$52,983

$82,630-35.9%

$64,105-17.3%

$125,388-57.7%

Participation rate

100.0%

75.9%+24.1pp

68.2%+31.8pp

83.2%+16.8pp

Annual return

-0.30%

1489.72%-1490.0pp

791.24%-791.5pp

282.24%-282.5pp

Employer contribution / active EE

$847

$2,671-68.3%

$1,820-53.5%

$4,866-82.6%

Participant deferral / active EE

$2,858

$3,608-20.8%

$2,822+1.3%

$5,352-46.6%

Admin fee / account holder

$142

$6,382-97.8%

$4,499-96.8%

$9,541-98.5%

TRI-COUNTY TRUCK & FARM TIRE, INC SIMPLE 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRI-COUNTY TRUCK & FARM TIRE, INC SIMPLE 401(K) PLAN AND TRUST

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