Retirement plan

SUBURBAN TRANSPORT, LLC 401(K) PROFIT SHARING PLAN

Name: SUBURBAN TRANSPORT, LLC - SUBURBAN TRANSPORT, LLC 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SUBURBAN TRANSPORT, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SUBURBAN TRANSPORT, LLC 401(K) PROFIT SHARING PLAN, SUBURBAN TRANSPORT, LLC

SUBURBAN TRANSPORT, LLCEIN 47-4668099Plan #001PY 2020

21 OAK ROAD - SADDLE RIVER, NJ 07458201-327-3262LinkedIn1-10 employeeshospitality

Other plans on this EIN

1 filing

#002Retirement-$872K assets

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$395K

+56.0% from 2019

Total participants

+100.0% from 2019

Average account balance

$98,731

-22.0% from 2019

Annual return

5.84%

-0.29 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$961K

Not enough data

1 years with asset history on file

Average account balance

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

$240K

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

$101K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$25K

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

+30.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5424

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.

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

$98,731

$115,796-14.7%

$101,264-2.5%

$158,950-37.9%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

5.84%

56.15%-50.3pp

46.48%-40.6pp

302.91%-297.1pp

Employer contribution / active EE

$5,747

$4,175+37.6%

$3,660+57.0%

$4,762+20.7%

Participant deferral / active EE

$26,000

$4,958+424.4%

$4,370+494.9%

$5,983+334.6%

Admin fee / account holder

$7,247-100.0%

$5,947-100.0%

$11,248-100.0%

SUBURBAN TRANSPORT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SUBURBAN TRANSPORT, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion