Retirement plan

SCOTT BRISTOL STATE FARM AGENCY, INC. 401K PLAN

Name: SCOTT BRISTOL STATE FARM AGENCY, IN - SCOTT BRISTOL STATE FARM AGENCY, INC. 401K PLAN (2016) Form 5500
Creator: SCOTT BRISTOL STATE FARM AGENCY, IN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTT BRISTOL STATE FARM AGENCY, INC. 401K PLAN, SCOTT BRISTOL STATE FARM AGENCY, IN

SCOTT BRISTOL STATE FARM AGENCY, INEIN 45-4886221Plan #001PY 2016

112 N. RUBEY DR., SUITE #110 - GOLDEN, CO 80403303-384-0777

Prospect flagsLow participationLow assets / participant

How to read this page

Total assets (EOY)

$94K

No prior year

Total participants

No prior year

Average account balance

$23,554

No prior year

Annual return

23.34%

No prior year

Benchmarks

See 30,342 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort30,342 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.14M

Not enough data

1 years with asset history on file

Average account balance

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

$286K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$136K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$34K

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

+17.45%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15629

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 codes2E2F2G2J2T3D

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.
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.
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

$489

$98 / participant

Other / not subdivided$489100.0%

% of EOY assets

0.519%

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

$23,554

$153,769-84.7%

$133,975-82.4%

$273,972-91.4%

Participation rate

60.0%

88.4%-28.4pp

87.1%-27.1pp

83.0%-23.0pp

Annual return

23.34%

36.51%-13.2pp

29.29%-6.0pp

41.46%-18.1pp

Employer contribution / active EE

$2,102

$6,029-65.1%

$5,211-59.7%

$4,869-56.8%

Participant deferral / active EE

$6,845

$6,958-1.6%

$6,282+9.0%

$5,287+29.5%

Admin fee / account holder

$122

$11,765-99.0%

$9,324-98.7%

$10,133-98.8%

SCOTT BRISTOL STATE FARM AGENCY, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOTT BRISTOL STATE FARM AGENCY, INC. 401K 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