Retirement plan

PROFIT SHARING RETIREMENT PLAN OF STUART M. PERRY, INC.

Name: STUART M. PERRY, INC. - PROFIT SHARING RETIREMENT PLAN OF STUART M. PERRY, INC. (2017) Form 5500
Creator: STUART M. PERRY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PROFIT SHARING RETIREMENT PLAN OF STUART M. PERRY, INC., STUART M. PERRY, INC.

STUART M. PERRY, INC.EIN 54-0541865Plan #002PY 2017

117 LIMESTONE LANE - WINCHESTER, VA 22602540-662-3431stuartmperry.comLinkedIn51-200 employees

Prospect flagsLow returnsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$3.2M

+14.6% from 2016

Total participants

155

+2.6% from 2016

Average account balance

$20,642

+13.1% from 2016

Annual return

12.12%

+15.09 pp from 2016

Benchmarks

See 301 peers

Peer group

Industry21 - Mining, Quarrying, and Oil and Gas Extraction

Plan typeDefined contribution

Participants100-249

Cohort301 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.28M

Not enough data

1 years with asset history on file

Average account balance

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

$25K

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.

173

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.

98.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$185K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+9.03%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

1 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 codes2A2E3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
2E
Profit-sharing
Profit-sharing plan.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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).

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: HOTTEL & WILLIS, P.C.
Auditor EIN: 541135771
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$20,642

$66,180-68.8%

$118,746-82.6%

$62,293-66.9%

Participation rate

98.4%

71.3%+27.1pp

78.3%+20.1pp

69.5%+28.9pp

Annual return

12.12%

60.89%-48.8pp

24.54%-12.4pp

28.90%-16.8pp

Employer contribution / active EE

$1,138

$3,183-64.2%

$4,193-72.9%

$2,042-44.3%

Participant deferral / active EE

$4,247-100.0%

$5,332-100.0%

$3,169-100.0%

Admin fee / account holder

$753-100.0%

$10,720-100.0%

$479-100.0%

PROFIT SHARING RETIREMENT PLAN OF STUART M. PERRY, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

PROFIT SHARING RETIREMENT PLAN OF STUART M. PERRY, INC.

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