Retirement plan

BLUE RIDGE TRACTOR CO., INC. 401(K)PLAN

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

BLUE RIDGE TRACTOR CO., INC.EIN 56-0987518Plan #001PY 2017

PO BOX 149 - WILKESBORO, NC 28697336-667-9247

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$996K

+22.1% from 2016

Total participants

-5.9% from 2016

Average account balance

$58,617

+0.6% from 2016

Annual return

14.60%

+9.44 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.09M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

129.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$75K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+10.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1745

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$10K

$615 / participant

Other / not subdivided$10K100.0%

% of EOY assets

0.987%

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

$58,617

$144,130-59.3%

$117,861-50.3%

$147,586-60.3%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

14.60%

531.20%-516.6pp

335.11%-320.5pp

578.59%-564.0pp

Employer contribution / active EE

$2,739

$4,897-44.1%

$3,786-27.7%

$4,876-43.8%

Participant deferral / active EE

$1,716

$5,316-67.7%

$4,482-61.7%

$5,439-68.5%

Admin fee / account holder

$578

$10,887-94.7%

$8,021-92.8%

$10,886-94.7%

BLUE RIDGE TRACTOR CO., INC. 401(K)PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BLUE RIDGE TRACTOR CO., 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