Retirement plan

A-1 ROOFING COMPANY EMPLOYEES 401(K) & PROFIT SHARING PLAN

Name: A-1 ROOFING COMPANY - A-1 ROOFING COMPANY EMPLOYEES 401(K) & PROFIT SHARING PLAN (2018) Form 5500
Creator: A-1 ROOFING COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, A-1 ROOFING COMPANY EMPLOYEES 401(K) & PROFIT SHARING PLAN, A-1 ROOFING COMPANY

A-1 ROOFING COMPANYEIN 36-2786106Plan #002PY 2018

1425 CHASE AVENUE - ELK GROVE VILLAGE, IL 600074814847-952-3600a1roofing.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.1M

-3.9% from 2017

Total participants

+5.3% from 2017

Average account balance

$204,441

-8.7% from 2017

Annual return

-6.09%

-20.63 pp from 2017

Benchmarks

See 38,945 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,945 peers

Snapshot2018

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$8.95M

Not enough data

1 years with asset history on file

Average account balance

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

$448K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$190K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+11.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2692

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.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.

Start for $4.99 See plans

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$977

$75 / participant

Other / not subdivided$977100.0%

% of EOY assets

0.024%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$204,441

$97,757+109.1%

$83,848+143.8%

$135,375+51.0%

Participation rate

100.0%

80.0%+20.0pp

76.1%+23.9pp

82.6%+17.4pp

Annual return

-6.09%

1287.37%-1293.5pp

850.88%-857.0pp

519.73%-525.8pp

Employer contribution / active EE

$2,936

$4,222-30.5%

$3,631-19.1%

$4,779-38.6%

Participant deferral / active EE

$4,377

$4,682-6.5%

$4,082+7.2%

$5,609-22.0%

Admin fee / account holder

$49

$6,674-99.3%

$5,478-99.1%

$10,827-99.5%

A-1 ROOFING COMPANY EMPLOYEES 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

A-1 ROOFING COMPANY EMPLOYEES 401(K) & PROFIT SHARING 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