Retirement plan

PRECISION COMPLETE AUTO REPAIR 401(K) PLAN

Name: PRECISION COMPLETE AUTO REPAIR - PRECISION COMPLETE AUTO REPAIR 401(K) PLAN (2019) Form 5500
Creator: PRECISION COMPLETE AUTO REPAIR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRECISION COMPLETE AUTO REPAIR 401(K) PLAN, PRECISION COMPLETE AUTO REPAIR

PRECISION COMPLETE AUTO REPAIREIN 46-3878712Plan #001PY 2019

279 EAST 400 NORTH - MORGAN, UT 84050801-791-3950

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$75K

+197.0% from 2018

Total participants

0.0% from 2018

Average account balance

$12,569

+246.5% from 2018

Annual return

32.06%

+32.06 pp from 2018

Benchmarks

See 35,119 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort35,119 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$504K

Not enough data

1 years with asset history on file

Average account balance

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

$84K

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.

150.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$72K

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

+17.47%

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 codes2E2F2G3D2J

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.
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

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$3K

$427 / participant

Other / not subdivided$3K100.0%

% of EOY assets

3.399%

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

$12,569

$103,008-87.8%

$90,304-86.1%

$152,897-91.8%

Participation rate

83.3%

75.9%+7.5pp

73.3%+10.1pp

82.5%+0.9pp

Annual return

32.06%

95.22%-63.2pp

78.13%-46.1pp

345.43%-313.4pp

Employer contribution / active EE

$2,369

$3,139-24.5%

$2,855-17.0%

$4,764-50.3%

Participant deferral / active EE

$5,038

$4,281+17.7%

$3,885+29.7%

$5,851-13.9%

Admin fee / account holder

$427

$6,175-93.1%

$5,354-92.0%

$11,599-96.3%

PRECISION COMPLETE AUTO REPAIR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRECISION COMPLETE AUTO REPAIR 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