Retirement plan

FITZGERALD COLLISION AND REPAIR 401(K) PLAN

Name: FITZGERALD COLLISION AND REPAIR - FITZGERALD COLLISION AND REPAIR 401(K) PLAN (2018) Form 5500
Creator: FITZGERALD COLLISION AND REPAIR
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FITZGERALD COLLISION AND REPAIR 401(K) PLAN, FITZGERALD COLLISION AND REPAIR

FITZGERALD COLLISION AND REPAIREIN 47-4076928Plan #001PY 2018

310 OAK HILL ROAD - LIVINGSTON, TN 385706266931-450-4450LinkedIn1-10 employeesindividual & family services

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$322K

No prior year

Total participants

117

No prior year

Average account balance

$3,356

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 1,738 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants100-249

Cohort1,738 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.84M

Not enough data

1 years with asset history on file

Average account balance

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

$33K

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.

58.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$398K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

+15.79%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1681

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 codes2E2F2G2J2T3D

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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$8K

$76 / participant

Other / not subdivided$8K100.0%

% of EOY assets

2.584%

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

$3,356

$44,873-92.5%

$79,466-95.8%

$56,287-94.0%

Participation rate

80.7%

68.7%+12.0pp

73.3%+7.4pp

69.9%+10.9pp

Annual return

0.00%

0.81%-0.8pp

718.28%-718.3pp

-9.96%+10.0pp

Employer contribution / active EE

$1,063

$2,140-50.3%

$2,800-62.0%

$2,111-49.6%

Participant deferral / active EE

$1,749

$2,746-36.3%

$3,704-52.8%

$3,350-47.8%

Admin fee / account holder

$87

$418-79.3%

$5,104-98.3%

$521-83.4%

FITZGERALD COLLISION AND REPAIR 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FITZGERALD COLLISION AND REPAIR 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