Retirement plan

JOE REBO & ASSOCIATES, INC. PROFIT SHARING RETIREMENT PLAN

Name: JOE REBO & ASSOCIATES, INC. PS - JOE REBO & ASSOCIATES, INC. PROFIT SHARING RETIREMENT PLAN (2016) Form 5500
Creator: JOE REBO & ASSOCIATES, INC. PS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOE REBO & ASSOCIATES, INC. PROFIT SHARING RETIREMENT PLAN, JOE REBO & ASSOCIATES, INC. PS

JOE REBO & ASSOCIATES, INC. PSEIN 56-0989578Plan #003PY 2016

PO BOX 726 - SUMMERFIELD, NC 27358336-580-7734

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$595K

+12.5% from 2015

Total participants

0.0% from 2015

Average account balance

$297,594

+12.5% from 2015

Annual return

9.06%

+11.33 pp from 2015

Benchmarks

See 22,113 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,113 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$334K

Not enough data

1 years with asset history on file

Average account balance

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

$167K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$29K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+14.55%

Not enough data

1 years with return on file

Admin fee / account holder

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

$40

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 codes2E2G2J2E

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$150

$75 / participant

Other / not subdivided$150100.0%

% of EOY assets

0.025%

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

$297,594

$131,835+125.7%

$108,582+174.1%

$273,972+8.6%

Participation rate

100.0%

83.5%+16.5pp

79.6%+20.4pp

83.0%+17.0pp

Annual return

9.06%

-91.57%+100.6pp

-51.70%+60.8pp

41.46%-32.4pp

Employer contribution / active EE

$9,053

$4,913+84.3%

$3,758+140.9%

$4,869+85.9%

Participant deferral / active EE

$5,127-100.0%

$4,311-100.0%

$5,287-100.0%

Admin fee / account holder

$75

$10,253-99.3%

$7,645-99.0%

$10,133-99.3%

JOE REBO & ASSOCIATES, INC. PROFIT SHARING RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOE REBO & ASSOCIATES, INC. PROFIT SHARING RETIREMENT 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