Retirement plan

SULLY TRANSPORT, INC. 401(K) PLAN

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

SULLY TRANSPORT, INC.EIN 42-0836723Plan #001PY 2016

P.O. BOX 350 - SULLY, IA 502510350641-594-3435sullytransport.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$10.6M

+11.7% from 2015

Total participants

+19.4% from 2015

Average account balance

$286,204

-6.4% from 2015

Annual return

8.40%

+13.17 pp from 2015

Benchmarks

See 3,429 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,429 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.92M

Not enough data

1 years with asset history on file

Average account balance

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

$292K

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.

115.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$883K

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

+10.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$77375

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 codes2E2F2G2J2T3D

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.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$184K

$5576 / participant

Other / not subdivided$184K100.0%

% of EOY assets

1.738%

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

$286,204

$47,944+497.0%

$67,834+321.9%

$62,881+355.2%

Participation rate

100.0%

61.1%+38.9pp

68.8%+31.2pp

69.3%+30.7pp

Annual return

8.40%

11.77%-3.4pp

138.47%-130.1pp

20.14%-11.7pp

Employer contribution / active EE

$11,357

$1,562+627.0%

$2,403+372.5%

$2,281+397.9%

Participant deferral / active EE

$3,441

$2,247+53.2%

$3,160+8.9%

$3,203+7.4%

Admin fee / account holder

$4,974

$3,712+34.0%

$4,622+7.6%

$4,296+15.8%

SULLY TRANSPORT, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SULLY TRANSPORT, 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