Retirement plan

LEEWAY TRUCKING, INC. SAFE HARBOR 401K PLAN

Name: LEEWAY TRUCKING, INC. - LEEWAY TRUCKING, INC. SAFE HARBOR 401K PLAN (2017) Form 5500
Creator: LEEWAY TRUCKING, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LEEWAY TRUCKING, INC. SAFE HARBOR 401K PLAN, LEEWAY TRUCKING, INC.

LEEWAY TRUCKING, INC.EIN 47-0826455Plan #001PY 2017

P.O. BOX 6619 - OMAHA, NE 68106402-658-7140LinkedIn1-10 employeespackage/freight delivery

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$183K

+124.2% from 2016

Total participants

-8.3% from 2016

Average account balance

$18,296

+124.2% from 2016

Annual return

12.60%

+12.60 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.02M

Not enough data

1 years with asset history on file

Average account balance

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

$254K

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.

44.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$87K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+14.99%

Not enough data

1 years with return on file

Admin fee / account holder

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

$14778

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 codes2E2J3D

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.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$326

$33 / participant

Other / not subdivided$326100.0%

% of EOY assets

0.178%

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

$18,296

$91,037-79.9%

$71,671-74.5%

$147,586-87.6%

Participation rate

90.0%

76.1%+13.9pp

68.7%+21.3pp

82.8%+7.2pp

Annual return

12.60%

20.48%-7.9pp

20.65%-8.0pp

578.59%-566.0pp

Employer contribution / active EE

$2,215

$3,327-33.4%

$2,460-9.9%

$4,876-54.6%

Participant deferral / active EE

$6,893

$4,498+53.2%

$3,438+100.5%

$5,439+26.7%

Admin fee / account holder

$33

$8,613-99.6%

$5,558-99.4%

$10,886-99.7%

LEEWAY TRUCKING, INC. SAFE HARBOR 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LEEWAY TRUCKING, INC. SAFE HARBOR 401K 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