Retirement plan

AAA ROOFING COMPANY INC 401(K)PLAN

Name: AAA ROOFING COMPANY INC 401(K)PLAN - AAA ROOFING COMPANY INC 401(K)PLAN (2015) Form 5500
Creator: AAA ROOFING COMPANY INC 401(K)PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AAA ROOFING COMPANY INC 401(K)PLAN, AAA ROOFING COMPANY INC 401(K)PLAN

AAA ROOFING COMPANY INC 401(K)PLANdba AAA ROOFING COMPANY INCEIN 47-2683370Plan #001PY 2015

2575 SURREY COURT - AURORA, IL 605064447630-844-2553

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$125K

No prior year

Total participants

No prior year

Average account balance

$41,731

No prior year

Annual return

-3.79%

No prior year

Benchmarks

See 30,162 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort30,162 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$527K

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$92K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+18.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$915

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 codes2J

Plan features

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$533

$178 / participant

Other / not subdivided$533100.0%

% of EOY assets

0.426%

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

$41,731

$87,546-52.3%

$75,784-44.9%

$125,389-66.7%

Participation rate

100.0%

80.2%+19.8pp

75.8%+24.2pp

83.2%+16.8pp

Annual return

-3.79%

13.49%-17.3pp

9.68%-13.5pp

282.24%-286.0pp

Employer contribution / active EE

$2,249

$3,930-42.8%

$3,323-32.3%

$4,866-53.8%

Participant deferral / active EE

$13,667

$4,230+223.1%

$3,652+274.3%

$5,352+155.4%

Admin fee / account holder

$178

$6,503-97.3%

$5,300-96.6%

$9,541-98.1%

AAA ROOFING COMPANY INC 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AAA ROOFING COMPANY INC 401(K)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