Retirement plan

GRACE HAULING, INC. 401(K) PROFIT SHARING PLAN

Name: GRACE HAULING, INC. - GRACE HAULING, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: GRACE HAULING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, GRACE HAULING, INC. 401(K) PROFIT SHARING PLAN, GRACE HAULING, INC.

GRACE HAULING, INC.EIN 43-1835466Plan #001PY 2017

1010 HOFF ROAD - O FALLON, MO 63366636-398-8060gracehauling.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow participationLow fidelity bond

How to read this page

Total assets (EOY)

$420K

+30.3% from 2016

Total participants

+14.3% from 2016

Average account balance

$46,618

+30.3% from 2016

Annual return

17.53%

+8.96 pp from 2016

Benchmarks

See 11,958 peers

Peer group

Industry56 - Administrative and Support and Waste Management and Remediation Services

Plan typeDefined contribution

Participants<25

Cohort11,958 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.86M

Not enough data

1 years with asset history on file

Average account balance

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

$65K

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.

64.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$342K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+18.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$680

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 codes2E2F2J2T3D

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).
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

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

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

$46,618

$101,069-53.9%

$81,478-42.8%

$147,585-68.4%

Participation rate

31.8%

74.5%-42.6pp

68.0%-36.1pp

82.8%-51.0pp

Annual return

17.53%

32.40%-14.9pp

38.78%-21.3pp

578.57%-561.0pp

Employer contribution / active EE

$632

$3,205-80.3%

$2,568-75.4%

$4,876-87.0%

Participant deferral / active EE

$1,235

$4,242-70.9%

$3,537-65.1%

$5,439-77.3%

Admin fee / account holder

$5,812-100.0%

$4,561-100.0%

$10,885-100.0%

GRACE HAULING, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

GRACE HAULING, INC. 401(K) PROFIT SHARING 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