Retirement plan

STREAMLINE IRRIGATION, INC.

Name: STREAMLINE IRRIGATION, INC. - STREAMLINE IRRIGATION, INC. (2021) Form 5500
Creator: STREAMLINE IRRIGATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STREAMLINE IRRIGATION, INC., STREAMLINE IRRIGATION, INC.

STREAMLINE IRRIGATION, INC.EIN 45-3840708Plan #001PY 2021

3630 AVENUE 384 - KINGSBURG, CA 93631559-897-1516streamlineag.comLinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$1.1M

+61.2% from 2020

Total participants

+8.1% from 2020

Average account balance

$53,468

+30.5% from 2020

Annual return

40.16%

+20.20 pp from 2020

Benchmarks

See 2,182 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants25-99

Cohort2,182 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.37M

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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.

58.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$298K

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

+15.86%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1797

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 codes2F2G2J2T3D

Plan features

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$6K

$148 / participant

Other / not subdivided$6K100.0%

% of EOY assets

0.527%

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

$53,468

$70,587-24.3%

$124,693-57.1%

$85,856-37.7%

Participation rate

52.5%

64.4%-11.9pp

74.6%-22.1pp

69.3%-16.8pp

Annual return

40.16%

20688.83%-20648.7pp

5144.19%-5104.0pp

318.58%-278.4pp

Employer contribution / active EE

$1,117

$1,913-41.6%

$3,324-66.4%

$2,565-56.4%

Participant deferral / active EE

$2,545

$2,969-14.3%

$4,615-44.8%

$3,952-35.6%

Admin fee / account holder

$282

$5,282-94.7%

$7,494-96.2%

$6,261-95.5%

STREAMLINE IRRIGATION, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STREAMLINE IRRIGATION, INC.

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