Retirement plan

S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC. 401(K) PLAN

Name: S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC. - S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC. 401(K) PLAN (2017) Form 5500
Creator: S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC. 401(K) PLAN, S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC.

S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC.EIN 56-1680079Plan #001PY 2017

604 E. 4TH AVE. - RED SPRINGS, NC 28377910-843-6264

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$837K

+32.9% from 2016

Total participants

0.0% from 2016

Average account balance

$59,800

+32.9% from 2016

Annual return

21.26%

+12.35 pp from 2016

Benchmarks

See 6,286 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort6,286 peers

Snapshot2017

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

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Analytics

Total assets (EOY)

Plan-year ending balance

$1.33M

Not enough data

1 years with asset history on file

Average account balance

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

$133K

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.

111.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$40K

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

+10.02%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8491

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

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 codes2E2G2J2T3D

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.
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

2 tripped

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

$11K

$863 / participant

Other / not subdivided$11K100.0%

% of EOY assets

1.339%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$59,800

$91,037-34.3%

$71,671-16.6%

$147,584-59.5%

Participation rate

76.9%

76.1%+0.8pp

68.7%+8.2pp

82.8%-5.9pp

Annual return

21.26%

20.48%+0.8pp

20.65%+0.6pp

578.55%-557.3pp

Employer contribution / active EE

$1,474

$3,327-55.7%

$2,460-40.1%

$4,876-69.8%

Participant deferral / active EE

$5,019

$4,498+11.6%

$3,438+46.0%

$5,439-7.7%

Admin fee / account holder

$801

$8,613-90.7%

$5,558-85.6%

$10,885-92.6%

S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

S AND S SWINE MANAGEMENT AND S AND S CUSTOM WORK, 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