Retirement plan

SEEBURG MUFFLERS OF MO., INC. PROFIT SHARING PLAN

Name: SEEBURG MUFFLERS OF MO., INC. - SEEBURG MUFFLERS OF MO., INC. PROFIT SHARING PLAN (2021) Form 5500
Creator: SEEBURG MUFFLERS OF MO., INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEEBURG MUFFLERS OF MO., INC. PROFIT SHARING PLAN, SEEBURG MUFFLERS OF MO., INC.

SEEBURG MUFFLERS OF MO., INC.EIN 43-1021902Plan #002PY 2021

1829 BURLINGTON - NORTH KANSAS CITY, MO 64116816-471-4190seeburgmufflerskc.comLinkedIn11-50 employeesautomotive

Prospect flagsHigh feesLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$516K

+11.2% from 2020

Total participants

0.0% from 2020

Average account balance

$103,188

+11.2% from 2020

Annual return

11.15%

-2.29 pp from 2020

Benchmarks

See 37,602 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,602 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$543K

Not enough data

1 years with asset history on file

Average account balance

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

$136K

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.

40.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+9.09%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1264

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 codes2E2F2G2T3D

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$2K

$247 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.479%

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

$103,188

$109,905-6.1%

$98,506+4.8%

$167,553-38.4%

Participation rate

50.0%

75.8%-25.8pp

73.3%-23.3pp

82.1%-32.1pp

Annual return

11.15%

1960.20%-1949.0pp

1494.92%-1483.8pp

478.89%-467.7pp

Employer contribution / active EE

$3,226-100.0%

$2,961-100.0%

$4,840-100.0%

Participant deferral / active EE

$4,674-100.0%

$4,277-100.0%

$6,343-100.0%

Admin fee / account holder

$494

$6,760-92.7%

$5,955-91.7%

$12,316-96.0%

SEEBURG MUFFLERS OF MO., INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEEBURG MUFFLERS OF MO., 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