Retirement plan

QUAD CITIES DIRECTIONAL BORING, INC. 401(K) PLAN

Name: QUAD CITIES DIRECTIONAL BORING, INC. - QUAD CITIES DIRECTIONAL BORING, INC. 401(K) PLAN (2017) Form 5500
Creator: QUAD CITIES DIRECTIONAL BORING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUAD CITIES DIRECTIONAL BORING, INC. 401(K) PLAN, QUAD CITIES DIRECTIONAL BORING, INC.

QUAD CITIES DIRECTIONAL BORING, INC.EIN 36-4231454Plan #001PY 2017

2190 NORTH HIGH STREET, PO BOX 371 - COLONA, IL 61241309-792-3070LinkedIn1-10 employeesutilities

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$186K

+108.2% from 2016

Total participants

0.0% from 2016

Average account balance

$46,599

+108.2% from 2016

Annual return

22.85%

+22.85 pp from 2016

Benchmarks

See 37,231 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,231 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.22M

Not enough data

1 years with asset history on file

Average account balance

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

$304K

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.

66.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.69%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2J2F2G3D

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.
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

$364

$121 / participant

Other / not subdivided$364100.0%

% of EOY assets

0.195%

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

$46,599

$106,003-56.0%

$92,236-49.5%

$147,585-68.4%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

22.85%

50.05%-27.2pp

176.29%-153.4pp

578.57%-555.7pp

Employer contribution / active EE

$10,956

$4,333+152.9%

$3,679+197.8%

$4,876+124.7%

Participant deferral / active EE

$14,600

$4,478+226.0%

$3,897+274.7%

$5,439+168.4%

Admin fee / account holder

$91

$6,333-98.6%

$5,194-98.2%

$10,885-99.2%

QUAD CITIES DIRECTIONAL BORING, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUAD CITIES DIRECTIONAL BORING, INC. 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