Retirement plan

EMPLOYEE BENEFIT PLAN OF KELLY THOMPSON CONSTRUCTION, LLC

Name: KELLY THOMPSON CONSTRUCTION, LLC - EMPLOYEE BENEFIT PLAN OF KELLY THOMPSON CONSTRUCTION, LLC (2019) Form 5500
Creator: KELLY THOMPSON CONSTRUCTION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF KELLY THOMPSON CONSTRUCTION, LLC, KELLY THOMPSON CONSTRUCTION, LLC

KELLY THOMPSON CONSTRUCTION, LLCEIN 55-0915741Plan #001PY 2019

719 BASCOMB COMMERCIAL PKWY - WOODSTOCK, GA 301892466678-859-8707

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$50K

+6249.1% from 2018

Total participants

-11.1% from 2018

Average account balance

$3,302

+1169.8% from 2018

Annual return

496.54%

+496.54 pp from 2018

Benchmarks

See 40,731 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort40,731 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$681K

Not enough data

1 years with asset history on file

Average account balance

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

$32K

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.

95.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$105K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+60.48%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3109

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 codes2F2G2S2T3D

Plan features

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$2K

$105 / participant

Other / not subdivided$2K100.0%

% of EOY assets

3.400%

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

$3,302

$107,363-96.9%

$92,909-96.4%

$152,897-97.8%

Participation rate

93.8%

79.8%+14.0pp

76.0%+17.7pp

82.5%+11.3pp

Annual return

496.54%

145.63%+350.9pp

109.44%+387.1pp

345.43%+151.1pp

Employer contribution / active EE

$1,027

$4,222-75.7%

$3,653-71.9%

$4,764-78.4%

Participant deferral / active EE

$1,876

$4,848-61.3%

$4,238-55.7%

$5,851-67.9%

Admin fee / account holder

$112

$7,082-98.4%

$5,795-98.1%

$11,599-99.0%

EMPLOYEE BENEFIT PLAN OF KELLY THOMPSON CONSTRUCTION, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF KELLY THOMPSON CONSTRUCTION, LLC

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