Retirement plan

AAA ROOFING COMPANY INC 401(K)PLAN

Name: AAA ROOFING COMPANY INC 401(K)PLAN - AAA ROOFING COMPANY INC 401(K)PLAN (2020) 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 2020

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

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$384K

+35.1% from 2019

Total participants

+50.0% from 2019

Average account balance

$128,153

-9.9% from 2019

Annual return

11.89%

-0.21 pp from 2019

Benchmarks

See 42,032 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,032 peers

Snapshot2020

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

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

$965

$322 / participant

Other / not subdivided$965100.0%

% of EOY assets

0.251%

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

$128,153

$115,814+10.7%

$101,275+26.5%

$158,982-19.4%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

11.89%

56.16%-44.3pp

46.48%-34.6pp

302.99%-291.1pp

Employer contribution / active EE

$1,869

$4,176-55.2%

$3,660-48.9%

$4,763-60.8%

Participant deferral / active EE

$20,167

$4,958+306.7%

$4,371+361.4%

$5,983+237.0%

Admin fee / account holder

$322

$7,249-95.6%

$5,948-94.6%

$11,252-97.1%

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