Retirement plan

HOLZ MOTORS, INC. - WATERTOWN 401(K) SAVINGS PLAN

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

HOLZ MOTORS, INC. - WATERTOWNEIN 39-1037501Plan #001PY 2016

5961 SOUTH 108TH PLACE - HALES CORNERS, WI 53130414-377-4580LinkedIn11-50 employeesretail

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$978K

+25.7% from 2015

Total participants

+7.1% from 2015

Average account balance

$40,738

+15.2% from 2015

Annual return

21.88%

+24.01 pp from 2015

Benchmarks

See 9,492 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,492 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

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

$60K

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

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$18640

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 codes2E2F2G2J2T3D3H

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.
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

$46K

$1647 / participant

Other / not subdivided$46K100.0%

% of EOY assets

4.717%

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

$40,738

$48,364-15.8%

$71,796-43.3%

$62,881-35.2%

Participation rate

78.6%

60.6%+17.9pp

69.1%+9.5pp

69.3%+9.3pp

Annual return

21.88%

13.16%+8.7pp

78.04%-56.2pp

20.14%+1.7pp

Employer contribution / active EE

$357

$1,042-65.7%

$1,924-81.4%

$2,281-84.3%

Participant deferral / active EE

$2,252

$2,091+7.7%

$2,794-19.4%

$3,203-29.7%

Admin fee / account holder

$1,921

$3,771-49.1%

$4,815-60.1%

$4,296-55.3%

HOLZ MOTORS, INC. - WATERTOWN 401(K) SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLZ MOTORS, INC. - WATERTOWN 401(K) 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