Retirement plan

BP HAULING INC PUTNAM STANDARD PROFIT CHARING AND 401K PLAN

Name: BP HAULING, INC - BP HAULING INC PUTNAM STANDARD PROFIT CHARING AND 401K PLAN (2015) Form 5500
Creator: BP HAULING, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BP HAULING INC PUTNAM STANDARD PROFIT CHARING AND 401K PLAN, BP HAULING, INC

BP HAULING, INCEIN 37-1320263Plan #001PY 2015

1102 MCDONOUGH LAKE RD - COLLINSVILLE, IL 622347404618-344-2995

Prospect flagsLow returnsLow assets / participant

How to read this page

Total assets (EOY)

$16K

No prior year

Total participants

No prior year

Average account balance

$3,125

No prior year

Annual return

-27.42%

No prior year

Benchmarks

See 46 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Cohort46 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28K

Not enough data

1 years with asset history on file

Average account balance

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

$6K

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

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$963

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$193

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

-41.40%

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 codes2J

Plan features

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.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$925

Other / not subdivided$925100.0%

% of EOY assets

5.919%

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

$3,125

$59,150-94.7%

$60,547-94.8%

Participation rate

0.0%

47.9%-47.9pp

68.0%-68.0pp

Annual return

-27.42%

-0.08%-27.3pp

335.64%-363.1pp

Employer contribution / active EE

$732-100.0%

$2,419-100.0%

Participant deferral / active EE

$1,539-100.0%

$3,328-100.0%

Admin fee / account holder

$185

$1,787-89.6%

$4,536-95.9%

BP HAULING INC PUTNAM STANDARD PROFIT CHARING AND 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BP HAULING INC PUTNAM STANDARD PROFIT CHARING AND 401K 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