Retirement plan

SULLIVAN ROOFING INC. 401(K) PLAN

Name: SULLIVAN ROOFING INC. - SULLIVAN ROOFING INC. 401(K) PLAN (2016) Form 5500
Creator: SULLIVAN ROOFING INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SULLIVAN ROOFING INC. 401(K) PLAN, SULLIVAN ROOFING INC.

SULLIVAN ROOFING INC.EIN 36-4256185Plan #001PY 2016

60 E STATE PARKWAY - SCHAUMBURG, IL 60173847-908-1000sullivanroofing.comLinkedIn51-200 employeesconstruction

Prospect flagsLow employer contribution

How to read this page

Total assets (EOY)

$1.5M

+21.5% from 2015

Total participants

-8.7% from 2015

Average account balance

$86,494

+14.4% from 2015

Annual return

7.59%

+8.02 pp from 2015

Benchmarks

See 35,835 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,835 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.28M

Not enough data

1 years with asset history on file

Average account balance

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

$178K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$429K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

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

+12.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1111

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 codes2E2F2G2J3D

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

1 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$4K

$219 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.283%

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

$86,494

$99,345-12.9%

$84,753+2.1%

$273,972-68.4%

Participation rate

78.9%

80.7%-1.7pp

76.6%+2.4pp

83.0%-4.1pp

Annual return

7.59%

22.93%-15.3pp

22.78%-15.2pp

41.46%-33.9pp

Employer contribution / active EE

$4,214-100.0%

$3,574-100.0%

$4,869-100.0%

Participant deferral / active EE

$8,958

$4,270+109.8%

$3,712+141.3%

$5,287+69.4%

Admin fee / account holder

$244

$6,645-96.3%

$5,333-95.4%

$10,133-97.6%

SULLIVAN ROOFING INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SULLIVAN ROOFING 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