Retirement plan

HELIX MECHANICAL, INC. 401(K) RETIREMENT SAVINGS PLAN

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

HELIX MECHANICAL, INC.EIN 55-0849207Plan #001PY 2017

1100 NORTH MAGNOLIA AVENUE - EL CAJON, CA 92020619-447-6675helixmechanical.comLinkedIn51-200 employeesconstruction

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$5M

+23.4% from 2016

Total participants

120

-4.0% from 2016

Average account balance

$41,809

+29.7% from 2016

Annual return

18.15%

+8.92 pp from 2016

Benchmarks

See 14,320 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,320 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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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)

$102K

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.

156.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$411K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+29.84%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11811

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

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Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$33,833
IFP ADVISORS INC DBA INDEPENDENT FI1 year Filed as: IFP ADVISORS DBA INDEPENDENT FINANC Service code 27 3030 N. ROCKY POINT DR W · TAMPA, FL 33607	Advisory (Plan)	$12,578
SAN DIEGO PENSION CONSULTANTS1 year Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111	Contract Administrator	$3,810
SAN DIEGO PENSION CONSULTANTS1 year Filed as: SAN DIEGO PENSION CONSULTANTS, INC. Service code 13	Contract Administrator	$2,182

Plan features & details

Pension benefit codes2A2E2J2K2F2G3D

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

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

$28K

$322 / participant

Contract admin$28K100.0%

% of EOY assets

0.564%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: ALDRICH CPAS AND ADVISORS LLP
Auditor EIN: 930623286
Audit fees: (not subdivided)
Opinion code: Disclaimer

Look up a plan sponsor by EIN. Free Form 5500 search. No signup.

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,809

$63,346-34.0%

$92,233-54.7%

$70,131-40.4%

Participation rate

98.9%

68.7%+30.2pp

76.5%+22.4pp

69.5%+29.3pp

Annual return

18.15%

530.12%-512.0pp

176.28%-158.1pp

73.14%-55.0pp

Employer contribution / active EE

$6,649

$2,471+169.1%

$3,679+80.7%

$2,342+183.9%

Participant deferral / active EE

$2,922

$2,854+2.4%

$3,897-25.0%

$3,332-12.3%

Admin fee / account holder

$236

$3,840-93.9%

$5,194-95.5%

$4,645-94.9%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$33,833

IFP ADVISORS INC DBA INDEPENDENT FI1 year

Filed as: IFP ADVISORS DBA INDEPENDENT FINANC

Service code 27

3030 N. ROCKY POINT DR W · TAMPA, FL 33607

Advisory (Plan)

$12,578

SAN DIEGO PENSION CONSULTANTS1 year

Service code 13

5628 COPLEY DRIVE · SAN DIEGO, CA 92111

Contract Administrator

$3,810

SAN DIEGO PENSION CONSULTANTS1 year

Filed as: SAN DIEGO PENSION CONSULTANTS, INC.

Service code 13

Contract Administrator

$2,182

HELIX MECHANICAL, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HELIX MECHANICAL, INC. 401(K) RETIREMENT SAVINGS 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