Retirement plan

SKIDMORE TRANSPORTATION SERVICES, INC. EMPLOYEES 401(K) PLAN

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

SKIDMORE TRANSPORTATION SERVICES, INC.EIN 45-0526712Plan #002PY 2018

4202 WEST 2475 SOUTH - TAYLORSVILLE, UT 84401801-528-2131LinkedIn11-50 employees

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$104K

+89.2% from 2017

Total participants

0.0% from 2017

Average account balance

$12,970

+89.2% from 2017

Annual return

-10.66%

-10.66 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$598K

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

88.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$85K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+12.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$981

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 codes2E2H2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$85

$12 / participant

Other / not subdivided$85100.0%

% of EOY assets

0.082%

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

$12,970

$85,790-84.9%

$67,313-80.7%

$135,380-90.4%

Participation rate

71.4%

76.5%-5.0pp

69.1%+2.3pp

82.6%-11.2pp

Annual return

-10.66%

-0.54%-10.1pp

-4.08%-6.6pp

519.81%-530.5pp

Employer contribution / active EE

$1,565

$3,487-55.1%

$2,566-39.0%

$4,779-67.3%

Participant deferral / active EE

$6,259

$4,651+34.6%

$3,568+75.4%

$5,609+11.6%

Admin fee / account holder

$11

$6,392-99.8%

$4,507-99.8%

$10,828-99.9%

SKIDMORE TRANSPORTATION SERVICES, INC. EMPLOYEES 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SKIDMORE TRANSPORTATION SERVICES, INC. EMPLOYEES 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