Retirement plan

JJR HEAVY INDUSTRIES, LLC 401(K) PLAN

Name: JJR HEAVY INDUSTRIES, LLC - JJR HEAVY INDUSTRIES, LLC 401(K) PLAN (2021) Form 5500
Creator: JJR HEAVY INDUSTRIES, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JJR HEAVY INDUSTRIES, LLC 401(K) PLAN, JJR HEAVY INDUSTRIES, LLC

JJR HEAVY INDUSTRIES, LLCEIN 46-4161402Plan #001PY 2021

42 BROAD STREET, 2ND FLOOR - CHARLESTON, SC 29401864-650-0599

Other plans on this EIN

1 filing

#002Retirement-$1.1M assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$368K

+51.1% from 2020

Total participants

+100.0% from 2020

Average account balance

$36,774

-24.5% from 2020

Annual return

8.98%

+3.03 pp from 2020

Benchmarks

See 44,711 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort44,711 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$994K

Not enough data

1 years with asset history on file

Average account balance

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

$142K

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.

140.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+16.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1151

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 codes2E2J3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$3K

$371 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.808%

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

$36,774

$124,314-70.4%

$109,163-66.3%

$167,518-78.0%

Participation rate

100.0%

79.4%+20.6pp

75.9%+24.1pp

82.1%+17.9pp

Annual return

8.98%

26.04%-17.1pp

25.75%-16.8pp

478.71%-469.7pp

Employer contribution / active EE

$7,323

$4,209+74.0%

$3,723+96.7%

$4,838+51.4%

Participant deferral / active EE

$5,488

$5,256+4.4%

$4,654+17.9%

$6,342-13.5%

Admin fee / account holder

$297

$7,973-96.3%

$6,754-95.6%

$12,312-97.6%

JJR HEAVY INDUSTRIES, LLC 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JJR HEAVY INDUSTRIES, LLC 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