Retirement plan

TRUCK SHOP MAUI 401(K) PLAN AND TRUST

Name: TRUCK SHOP MAUI, LLC - TRUCK SHOP MAUI 401(K) PLAN AND TRUST (2018) Form 5500
Creator: TRUCK SHOP MAUI, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRUCK SHOP MAUI 401(K) PLAN AND TRUST, TRUCK SHOP MAUI, LLC

TRUCK SHOP MAUI, LLCEIN 47-1261180Plan #001PY 2018

1188 LOWER MAIN STREET - WAILUKU, HI 96793808-868-4810LinkedIn1-10 employeestransportation/trucking/railroad

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$219K

+45.2% from 2017

Total participants

+10.0% from 2017

Average account balance

$24,340

+45.2% from 2017

Annual return

-11.04%

-28.48 pp from 2017

Benchmarks

See 21,281 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,281 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$851K

Not enough data

1 years with asset history on file

Average account balance

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

$170K

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.

71.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$89K

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

+12.81%

Not enough data

1 years with return on file

Admin fee / account holder

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

$27163

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 codes2E2F2J3D

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).
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

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$212 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.870%

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

$24,340

$92,219-73.6%

$76,766-68.3%

$135,382-82.0%

Participation rate

77.8%

79.8%-2.0pp

77.0%+0.8pp

82.6%-4.9pp

Annual return

-11.04%

5.46%-16.5pp

2.43%-13.5pp

519.77%-530.8pp

Employer contribution / active EE

$2,328

$3,216-27.6%

$2,485-6.3%

$4,779-51.3%

Participant deferral / active EE

$7,097

$4,508+57.4%

$3,851+84.3%

$5,609+26.5%

Admin fee / account holder

$212

$10,749-98.0%

$6,675-96.8%

$10,829-98.0%

TRUCK SHOP MAUI 401(K) PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRUCK SHOP MAUI 401(K) PLAN AND TRUST

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