Retirement plan

S & S FARMS INC PROFIT SHARING PLAN

Name: S & S FARMS, INC - S & S FARMS INC PROFIT SHARING PLAN (2017) Form 5500
Creator: S & S FARMS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S & S FARMS INC PROFIT SHARING PLAN, S & S FARMS, INC

S & S FARMS, INCEIN 42-1016249Plan #001PY 2017

1398 650TH ST - STORM LAKE, IA 50588712-299-5731

Prospect flagsHigh feesHigh assets / participantLow participant contribution

How to read this page

Total assets (EOY)

$3.2M

+34.7% from 2016

Total participants

+33.3% from 2016

Average account balance

$794,202

+1.1% from 2016

Annual return

27.03%

+19.67 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.45M

Not enough data

1 years with asset history on file

Average account balance

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

$1.5M

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$30K

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

+12.96%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2568

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 codes2E2G3D

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.
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

3 tripped

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

$5K

$1180 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.149%

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

$794,202

$149,679+430.6%

$117,039+578.6%

$147,586+438.1%

Participation rate

100.0%

83.5%+16.5pp

77.2%+22.8pp

82.8%+17.2pp

Annual return

27.03%

19.31%+7.7pp

18.95%+8.1pp

578.59%-551.6pp

Employer contribution / active EE

$44,636

$4,937+804.2%

$3,785+1079.4%

$4,876+815.4%

Participant deferral / active EE

$799

$4,912-83.7%

$3,929-79.7%

$5,439-85.3%

Admin fee / account holder

$1,180

$7,856-85.0%

$5,974-80.2%

$10,886-89.2%

S & S FARMS INC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S & S FARMS INC PROFIT SHARING 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