Retirement plan

WALDORF TIRE PROS 401(K) PLAN

Name: SOUTHERN WHEEL & HUBCAP, INC. D/B/A WALDORF TIRE PROS - WALDORF TIRE PROS 401(K) PLAN (2017) Form 5500
Creator: SOUTHERN WHEEL & HUBCAP, INC. D/B/A WALDORF TIRE PROS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WALDORF TIRE PROS 401(K) PLAN, SOUTHERN WHEEL & HUBCAP, INC. D/B/A WALDORF TIRE PROS

SOUTHERN WHEEL & HUBCAP, INC. D/B/A WALDORF TIRE PROSEIN 52-1909088Plan #002PY 2017

2564 OLD WASHINGTON ROAD - WALDORF, MD 20601301-843-2300

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$121K

+154.3% from 2016

Total participants

0.0% from 2016

Average account balance

$12,111

+128.9% from 2016

Annual return

20.95%

+20.95 pp from 2016

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$522K

Not enough data

1 years with asset history on file

Average account balance

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

$87K

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.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.08%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1323

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 codes2E2G2J

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.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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

$2K

$223 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.470%

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

$12,111

$99,652-87.8%

$78,778-84.6%

$147,586-91.8%

Participation rate

87.5%

76.2%+11.3pp

69.2%+18.3pp

82.8%+4.7pp

Annual return

20.95%

47.28%-26.3pp

35.62%-14.7pp

578.59%-557.6pp

Employer contribution / active EE

$1,701

$2,796-39.2%

$1,986-14.3%

$4,876-65.1%

Participant deferral / active EE

$6,237

$3,664+70.3%

$2,958+110.8%

$5,439+14.7%

Admin fee / account holder

$178

$7,155-97.5%

$5,134-96.5%

$10,886-98.4%

WALDORF TIRE PROS 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WALDORF TIRE PROS 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