Retirement plan

STONEYCREEK 401(K) PLAN

Name: STONEYCREEK - STONEYCREEK 401(K) PLAN (2018) Form 5500
Creator: STONEYCREEK
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STONEYCREEK 401(K) PLAN, STONEYCREEK

STONEYCREEKEIN 42-1281165Plan #001PY 2018

208 PROSPECT STREET NE - BLAIRSTOWN, IA 52209800-688-6264stoneycreekus.comLinkedIn11-50 employeesmarketing and advertising

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$294K

+11.2% from 2017

Total participants

+9.1% from 2017

Average account balance

$12,260

+1.9% from 2017

Annual return

-7.96%

-32.30 pp from 2017

Benchmarks

See 8,254 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,254 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.13M

Not enough data

1 years with asset history on file

Average account balance

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

$40K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$86K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+15.38%

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 codes2E2J2F2G3D

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.
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 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

$4K

$193 / participant

Other / not subdivided$4K100.0%

% of EOY assets

1.377%

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

$12,260

$99,032-87.6%

$80,022-84.7%

$135,382-90.9%

Participation rate

100.0%

78.4%+21.6pp

75.8%+24.2pp

82.6%+17.4pp

Annual return

-7.96%

15.39%-23.4pp

11.22%-19.2pp

519.77%-527.7pp

Employer contribution / active EE

$1,278

$3,043-58.0%

$2,468-48.2%

$4,779-73.2%

Participant deferral / active EE

$1,295

$4,282-69.8%

$3,686-64.9%

$5,609-76.9%

Admin fee / account holder

$169

$10,436-98.4%

$6,521-97.4%

$10,829-98.4%

STONEYCREEK 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STONEYCREEK 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