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 (2019) 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 2019

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

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$5.9M

+24.4% from 2018

Total participants

0.0% from 2018

Average account balance

$328,255

+24.4% from 2018

Annual return

21.84%

+29.68 pp from 2018

Benchmarks

See 6,730 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,730 peers

Snapshot2019

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$32K

$1887 / participant

Other / not subdivided$32K100.0%

% of EOY assets

0.543%

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

$328,255

$96,508+240.1%

$75,901+332.5%

$152,897+114.7%

Participation rate

100.0%

76.2%+23.8pp

69.3%+30.7pp

82.5%+17.5pp

Annual return

21.84%

33.99%-12.2pp

30.76%-8.9pp

345.43%-323.6pp

Employer contribution / active EE

$2,941

$3,310-11.1%

$2,501+17.6%

$4,764-38.3%

Participant deferral / active EE

$4,948

$4,554+8.7%

$3,603+37.3%

$5,851-15.4%

Admin fee / account holder

$1,782

$8,081-77.9%

$5,420-67.1%

$11,599-84.6%

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