Retirement plan

PRINCIPAL BUILDERS, INC. 401(K) PLAN

Name: PRINCIPAL BUILDERS, INC. - PRINCIPAL BUILDERS, INC. 401(K) PLAN (2017) Form 5500
Creator: PRINCIPAL BUILDERS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINCIPAL BUILDERS, INC. 401(K) PLAN, PRINCIPAL BUILDERS, INC.

PRINCIPAL BUILDERS, INC.EIN 54-2122357Plan #001PY 2017

616 MINNA STREET - SAN FRANCISCO, CA 94103415-434-1500principalbuilders.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.6M

+29.2% from 2016

Total participants

+8.5% from 2016

Average account balance

$58,375

+14.9% from 2016

Annual return

12.61%

+6.57 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.52M

Not enough data

1 years with asset history on file

Average account balance

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

$128K

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.

145.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$541K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+19.22%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4458

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 codes2G2J3D

Plan features

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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$11K

$342 / participant

Other / not subdivided$11K100.0%

% of EOY assets

0.430%

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

$58,375

$63,346-7.8%

$92,239-36.7%

$70,124-16.8%

Participation rate

81.8%

68.7%+13.1pp

76.5%+5.3pp

69.5%+12.3pp

Annual return

12.61%

530.19%-517.6pp

176.29%-163.7pp

73.14%-60.5pp

Employer contribution / active EE

$3,967

$2,471+60.5%

$3,680+7.8%

$2,342+69.4%

Participant deferral / active EE

$6,470

$2,854+126.7%

$3,897+66.0%

$3,332+94.2%

Admin fee / account holder

$251

$3,841-93.5%

$5,194-95.2%

$4,645-94.6%

PRINCIPAL BUILDERS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRINCIPAL BUILDERS, INC. 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