Retirement plan

SR DAVIDSON TRANSPORT 401(K) PLAN

Name: SR DAVIDSON TRANSPORT, INC. - SR DAVIDSON TRANSPORT 401(K) PLAN (2022) Form 5500
Creator: SR DAVIDSON TRANSPORT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SR DAVIDSON TRANSPORT 401(K) PLAN, SR DAVIDSON TRANSPORT, INC.

SR DAVIDSON TRANSPORT, INC.EIN 46-3908209Plan #001PY 2022

9953 FRIENDLY ACRES ROAD SE - AUMSVILLE, OR 97325503-580-2477LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$571K

-26.4% from 2021

Total participants

-16.7% from 2021

Average account balance

$30,077

-38.0% from 2021

Annual return

-14.28%

-29.45 pp from 2021

Benchmarks

See 1,424 peers

Peer group

Industry49 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort1,424 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$882K

Not enough data

1 years with asset history on file

Average account balance

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

$74K

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.

120.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$108K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+10.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1501

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

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

$205K

$20516 / participant

Other / not subdivided$205K100.0%

% of EOY assets

35.901%

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

$30,077

$117,694-74.4%

$71,755-58.1%

$134,532-77.6%

Participation rate

90.0%

68.8%+21.2pp

62.3%+27.7pp

81.2%+8.8pp

Annual return

-14.28%

25.33%-39.6pp

9.09%-23.4pp

418.27%-432.5pp

Employer contribution / active EE

$2,063

$2,523-18.2%

$1,704+21.1%

$4,741-56.5%

Participant deferral / active EE

$7,959

$3,753+112.0%

$2,656+199.7%

$6,401+24.3%

Admin fee / account holder

$10,798

$6,374+69.4%

$3,972+171.8%

$11,429-5.5%

SR DAVIDSON TRANSPORT 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SR DAVIDSON TRANSPORT 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