Retirement plan

S.T.A.R. AMBULANCE 401(K) PLAN

Name: STATEWIDE TRANSFER AMBULANCE & RESCUE, INC - S.T.A.R. AMBULANCE 401(K) PLAN (2016) Form 5500
Creator: STATEWIDE TRANSFER AMBULANCE & RESCUE, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S.T.A.R. AMBULANCE 401(K) PLAN, STATEWIDE TRANSFER AMBULANCE & RESCUE, INC

STATEWIDE TRANSFER AMBULANCE & RESCUE, INCEIN 35-1549572Plan #001PY 2016

61 EAST 1505, PO BOX 444 - CRAWFORDSVILLE, IN 47933765-364-1500LinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$165K

No prior year

Total participants

No prior year

Average account balance

$10,328

No prior year

Annual return

4.87%

No prior year

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$480K

Not enough data

1 years with asset history on file

Average account balance

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

$20K

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.

17.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$95K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$706

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

+18.78%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1158

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

See the 10-year trajectory. $4.99 for your first month.

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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 codes2E3D2G2J2F2T

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

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$128 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.549%

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: -

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$10,328

$83,337-87.6%

$67,834-84.8%

$273,961-96.2%

Participation rate

75.0%

76.4%-1.4pp

68.8%+6.2pp

83.0%-8.0pp

Annual return

4.87%

259.45%-254.6pp

138.47%-133.6pp

41.45%-36.6pp

Employer contribution / active EE

$3,287-100.0%

$2,403-100.0%

$4,869-100.0%

Participant deferral / active EE

$4,088-100.0%

$3,160-100.0%

$5,287-100.0%

Admin fee / account holder

$160

$6,752-97.6%

$4,622-96.5%

$10,132-98.4%

S.T.A.R. AMBULANCE 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S.T.A.R. AMBULANCE 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