Retirement plan

SAVINGS & INVESTMENT PLAN OF SASOL (USA) CORPORATION

Name: SASOL USA CORPORATION - SAVINGS & INVESTMENT PLAN OF SASOL (USA) CORPORATION (2016) Form 5500
Creator: SASOL USA CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SAVINGS & INVESTMENT PLAN OF SASOL (USA) CORPORATION, SASOL USA CORPORATION

SASOL USA CORPORATIONEIN 46-2043151Plan #002PY 2016

12120 WICKCHESTER LANE - HOUSTON, TX 77079281-588-3000LinkedIn1001-5000 employeeschemicals

Other plans on this EIN

1 filing

#001Retirement-$182.9M assets

Prospect flagsCorrective distributions

How to read this page

Total assets (EOY)

$267.7M

-4.7% from 2016

Total participants

1,562

-6.1% from 2016

Average account balance

$179,892

+4.9% from 2016

Annual return

8.16%

+0.16 pp from 2016

Benchmarks

See 373 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort373 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$417.74M

Not enough data

1 years with asset history on file

Average account balance

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

$228K

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.

1,834

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.

94.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$22.71M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

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

+17.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$218

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 5 by compensation

Provider	Service type	Compensation
CAPFINANCIAL PARTNERS LLC2+ years Filed as: CAPTRUST FINANCIAL ADVISORS Service code 27 · EIN 26-0058143	Advisory (Plan)	$107,130
STRATEGIC ADVISORS, INC.2+ years Service code 27 · EIN 04-2654524	Advisory (Plan)	$36,735
HAM, LANGSTON & BREZINA, LLP2+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495	Accounting	$20,332
S&I PLAN OF SASOL1 year Service code 99 · EIN 46-2043151	Other Fees	$16,907
FIDELITY INVESTMENTS INSTITUTIONAL2+ years Service code 60 · EIN 04-2647786	Sub-TA Fees	-$5,253

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$390K

$311 / participant

Investment mgmt$207K53.1%
Other / not subdivided$183K46.9%

% of EOY assets

0.146%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: HAM, LANGSTON & BREZINA, L.L.P.
Auditor EIN: 760448495
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$179,892

$82,279+118.6%

$78,002+130.6%

$63,975+181.2%

Participation rate

94.1%

84.7%+9.4pp

75.5%+18.6pp

71.1%+23.0pp

Annual return

8.16%

11.20%-3.0pp

425.99%-417.8pp

48.65%-40.5pp

Employer contribution / active EE

$5,040

$3,297+52.9%

$2,470+104.0%

$2,182+131.0%

Participant deferral / active EE

$8,905

$4,538+96.2%

$3,497+154.6%

$3,356+165.3%

Admin fee / account holder

$262

$81+222.3%

$5,481-95.2%

$70+272.5%

Provider

Service type

Compensation

CAPFINANCIAL PARTNERS LLC2+ years

Filed as: CAPTRUST FINANCIAL ADVISORS

Service code 27 · EIN 26-0058143

Advisory (Plan)

$107,130

STRATEGIC ADVISORS, INC.2+ years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$36,735

HAM, LANGSTON & BREZINA, LLP2+ years

Filed as: HAM, LANGSTON & BREZINA, L.L.P.

Service code 10 · EIN 76-0448495

Accounting

$20,332

S&I PLAN OF SASOL1 year

Service code 99 · EIN 46-2043151

Other Fees

$16,907

FIDELITY INVESTMENTS INSTITUTIONAL2+ years

Service code 60 · EIN 04-2647786

Sub-TA Fees

-$5,253

SAVINGS & INVESTMENT PLAN OF SASOL (USA) CORPORATION

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SAVINGS & INVESTMENT PLAN OF SASOL (USA) CORPORATION

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