Retirement plan

SOLID ROCK CONSTRUCTION, INC., 401(K) PLAN

Name: SOLID ROCK CONSTRUCTION, INC. - SOLID ROCK CONSTRUCTION, INC., 401(K) PLAN (2021) Form 5500
Creator: SOLID ROCK CONSTRUCTION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOLID ROCK CONSTRUCTION, INC., 401(K) PLAN, SOLID ROCK CONSTRUCTION, INC.

SOLID ROCK CONSTRUCTION, INC.EIN 39-1894416Plan #001PY 2021

3116 450TH ST - MAURICE, IA 510367517712-567-3667

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$501K

+23.6% from 2020

Total participants

0.0% from 2020

Average account balance

$100,140

+23.6% from 2020

Annual return

8.90%

+8.13 pp from 2020

Benchmarks

See 44,702 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,702 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$754K

Not enough data

1 years with asset history on file

Average account balance

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

$151K

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.

250.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$53K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

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

+10.24%

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

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

$100,140

$124,330-19.5%

$109,173-8.3%

$167,536-40.2%

Participation rate

100.0%

79.5%+20.5pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

8.90%

26.04%-17.1pp

25.75%-16.9pp

478.82%-469.9pp

Employer contribution / active EE

$1,657

$4,209-60.6%

$3,723-55.5%

$4,839-65.8%

Participant deferral / active EE

$13,272

$5,256+152.5%

$4,654+185.2%

$6,342+109.3%

Admin fee / account holder

$7,974-100.0%

$6,755-100.0%

$12,315-100.0%

SOLID ROCK CONSTRUCTION, INC., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SOLID ROCK CONSTRUCTION, INC., 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion