Retirement plan

LEEWAY TRUCKING, INC. SAFE HARBOR 401K PLAN

Name: LEEWAY TRUCKING, INC. - LEEWAY TRUCKING, INC. SAFE HARBOR 401K PLAN (2018) 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 2018

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$249K

+36.1% from 2017

Total participants

-9.1% from 2017

Average account balance

$27,665

+51.2% from 2017

Annual return

-4.41%

-17.01 pp from 2017

Benchmarks

See 6,534 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,534 peers

Snapshot2018

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

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

$18K

$2011 / participant

Other / not subdivided$18K100.0%

% of EOY assets

7.269%

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

$27,665

$85,790-67.8%

$67,313-58.9%

$135,382-79.6%

Participation rate

88.9%

76.5%+12.4pp

69.1%+19.8pp

82.6%+6.2pp

Annual return

-4.41%

-0.54%-3.9pp

-4.08%-0.3pp

519.77%-524.2pp

Employer contribution / active EE

$2,292

$3,487-34.3%

$2,566-10.6%

$4,779-52.0%

Participant deferral / active EE

$7,740

$4,651+66.4%

$3,568+116.9%

$5,609+38.0%

Admin fee / account holder

$2,011

$6,392-68.5%

$4,507-55.4%

$10,829-81.4%

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