Retirement plan

VIKING CHEMICAL COMPANY RETIREMENT SAVINGS PLAN

Name: VIKING CHEMICAL COMPANY - VIKING CHEMICAL COMPANY RETIREMENT SAVINGS PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

-0.4% from 2017

Total participants

+5.9% from 2017

Average account balance

$154,896

-4.9% from 2017

Annual return

-3.44%

-16.09 pp from 2017

Benchmarks

See 9,277 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants25-99

Cohort9,277 peers

Snapshot2018

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

$208K

$4167 / participant

Other / not subdivided$208K100.0%

% of EOY assets

2.038%

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

$154,896

$72,404+113.9%

$110,243+40.5%

$64,173+141.4%

Participation rate

88.0%

73.3%+14.7pp

79.8%+8.2pp

69.6%+18.4pp

Annual return

-3.44%

-6.29%+2.8pp

314.76%-318.2pp

7.63%-11.1pp

Employer contribution / active EE

$6,982

$2,282+206.0%

$3,827+82.5%

$2,381+193.3%

Participant deferral / active EE

$1,846

$3,469-46.8%

$4,672-60.5%

$3,470-46.8%

Admin fee / account holder

$3,157

$5,664-44.3%

$8,548-63.1%

$4,887-35.4%

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