Retirement plan

VIKING CHEMICAL COMPANY RETIREMENT SAVINGS PLAN

Name: VIKING CHEMICAL COMPANY - VIKING CHEMICAL COMPANY RETIREMENT SAVINGS PLAN (2017) Form 5500
Creator: VIKING CHEMICAL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, VIKING CHEMICAL COMPANY RETIREMENT SAVINGS PLAN, VIKING CHEMICAL COMPANY

VIKING CHEMICAL COMPANYEIN 36-2355824Plan #001PY 2017

1827 EIGHTEENTH AVENUE - ROCKFORD, IL 61104815-397-0500vikingchemical.comLinkedIn51-200 employeeschemicals

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.3M

+16.1% from 2016

Total participants

+6.3% from 2016

Average account balance

$162,935

+3.2% from 2016

Annual return

12.65%

+7.62 pp from 2016

Benchmarks

See 9,327 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,327 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$11.74M

Not enough data

1 years with asset history on file

Average account balance

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

$161K

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.

132.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$597K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+8.13%

Not enough data

1 years with return on file

Admin fee / account holder

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

$7557

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 codes2E2J3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$187K

$3816 / participant

Other / not subdivided$187K100.0%

% of EOY assets

1.821%

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

$162,935

$78,707+107.0%

$117,861+38.2%

$70,126+132.3%

Participation rate

89.8%

73.2%+16.6pp

79.7%+10.1pp

69.5%+20.3pp

Annual return

12.65%

23.30%-10.7pp

335.11%-322.5pp

73.15%-60.5pp

Employer contribution / active EE

$6,589

$2,223+196.3%

$3,786+74.0%

$2,343+181.3%

Participant deferral / active EE

$2,001

$3,297-39.3%

$4,482-55.3%

$3,332-39.9%

Admin fee / account holder

$2,968

$5,066-41.4%

$8,021-63.0%

$4,645-36.1%

VIKING CHEMICAL COMPANY RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

VIKING CHEMICAL COMPANY RETIREMENT 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