Retirement plan

I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN

Name: I-GO VAN & STORAGE COMPANY - I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: I-GO VAN & STORAGE COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN, I-GO VAN & STORAGE COMPANY

I-GO VAN & STORAGE COMPANYEIN 47-0197690Plan #001PY 2016

9820 SOUTH 142ND STREET - OMAHA, NE 68138402-891-6737

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$4.4M

+12.1% from 2015

Total participants

+5.0% from 2015

Average account balance

$218,719

+12.1% from 2015

Annual return

10.56%

+12.05 pp from 2015

Benchmarks

See 6,057 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,057 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$7.02M

Not enough data

1 years with asset history on file

Average account balance

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

$439K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$117K

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

+8.73%

Not enough data

1 years with return on file

Admin fee / account holder

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

$37837

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 codes2E2J2F2G3D2T

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

$96K

$5982 / participant

Other / not subdivided$96K100.0%

% of EOY assets

2.188%

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

$218,719

$83,337+162.5%

$67,834+222.4%

$273,972-20.2%

Participation rate

93.8%

76.4%+17.3pp

68.8%+25.0pp

83.0%+10.7pp

Annual return

10.56%

259.45%-248.9pp

138.47%-127.9pp

41.46%-30.9pp

Employer contribution / active EE

$2,401

$3,287-27.0%

$2,403-0.1%

$4,869-50.7%

Participant deferral / active EE

$6,272

$4,088+53.4%

$3,160+98.5%

$5,287+18.6%

Admin fee / account holder

$4,786

$6,752-29.1%

$4,622+3.5%

$10,133-52.8%

I-GO VAN & STORAGE COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I-GO VAN & STORAGE COMPANY 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