Retirement plan

SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN

Name: SOUTHERN POULTRY RESEARCH GROUP, INC - SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SOUTHERN POULTRY RESEARCH GROUP, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN, SOUTHERN POULTRY RESEARCH GROUP, INC

SOUTHERN POULTRY RESEARCH GROUP, INCEIN 46-2814486Plan #001PY 2020

1061 HALE RD - WATKINSVILLE, GA 30677706-247-4046LinkedIn1-10 employees

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$550K

+63.2% from 2019

Total participants

+46.2% from 2019

Average account balance

$34,370

+22.4% from 2019

Annual return

20.56%

-16.96 pp from 2019

Benchmarks

See 5,433 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,433 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.05M

Not enough data

1 years with asset history on file

Average account balance

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

$93K

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.

122.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$224K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+18.97%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$3K

$136 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.470%

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

$34,370

$149,741-77.0%

$118,914-71.1%

$158,982-78.4%

Participation rate

84.2%

82.1%+2.1pp

75.4%+8.8pp

82.0%+2.2pp

Annual return

20.56%

19.94%+0.6pp

35.89%-15.3pp

302.99%-282.4pp

Employer contribution / active EE

$2,035

$4,119-50.6%

$3,264-37.6%

$4,763-57.3%

Participant deferral / active EE

$5,661

$5,226+8.3%

$4,266+32.7%

$5,983-5.4%

Admin fee / account holder

$161

$8,607-98.1%

$6,582-97.5%

$11,252-98.6%

SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN POULTRY RESEARCH GROUP, INC 401(K) PROFIT SHARING 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