Retirement plan

SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN

Name: SCOT HELLER TRUCKING COMPANY, INC. - SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN (2017) Form 5500
Creator: SCOT HELLER TRUCKING COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN, SCOT HELLER TRUCKING COMPANY, INC.

SCOT HELLER TRUCKING COMPANY, INC.EIN 48-1253169Plan #001PY 2017

2845 SOUTHWEST BLVD. - KANSAS CITY, MO 64108816-931-0533scothellertrucking.comLinkedIn51-200 employeespackage/freight delivery

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$1.1M

+22.0% from 2016

Total participants

-18.0% from 2016

Average account balance

$32,992

+50.8% from 2016

Annual return

15.92%

+8.97 pp from 2016

Benchmarks

See 3,497 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,497 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$3.19M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

76.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$345K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.36%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2688

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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$120K

$2989 / participant

Other / not subdivided$120K100.0%

% of EOY assets

10.657%

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

$32,992

$52,580-37.3%

$71,671-54.0%

$70,126-53.0%

Participation rate

82.5%

60.9%+21.6pp

68.7%+13.8pp

69.5%+13.0pp

Annual return

15.92%

20.25%-4.3pp

20.65%-4.7pp

73.15%-57.2pp

Employer contribution / active EE

$1,605

$1,616-0.7%

$2,460-34.8%

$2,343-31.5%

Participant deferral / active EE

$2,740

$2,386+14.8%

$3,438-20.3%

$3,332-17.8%

Admin fee / account holder

$3,516

$3,653-3.7%

$5,558-36.7%

$4,645-24.3%

SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOT HELLER TRUCKING COMPANY, INC. 401(K) PROFIT SHARING 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