Retirement plan

EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC.

Name: FULLER WELDING FABRICATORS, INC. - EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC. (2020) Form 5500
Creator: FULLER WELDING FABRICATORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC., FULLER WELDING FABRICATORS, INC.

FULLER WELDING FABRICATORS, INC.EIN 56-1763669Plan #001PY 2020

980 SALISBURY RD - MOCKSVILLE, NC 270289301336-751-3712

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.8M

+21.8% from 2019

Total participants

+11.5% from 2019

Average account balance

$164,177

+9.2% from 2019

Annual return

14.60%

-6.24 pp from 2019

Benchmarks

See 14,881 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,881 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$5.29M

Not enough data

1 years with asset history on file

Average account balance

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

$182K

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.

145.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$307K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+11.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$70398

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 codes2F2G2T

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.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$242

$9 / participant

Other / not subdivided$242100.0%

% of EOY assets

0.005%

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

$164,177

$78,428+109.3%

$95,960+71.1%

$79,852+105.6%

Participation rate

100.0%

73.5%+26.5pp

77.1%+22.9pp

69.6%+30.4pp

Annual return

14.60%

19.37%-4.8pp

91.63%-77.0pp

31.72%-17.1pp

Employer contribution / active EE

$6,602

$1,945+239.4%

$2,541+159.8%

$2,471+167.2%

Participant deferral / active EE

$4,216

$3,440+22.6%

$4,167+1.2%

$3,740+12.7%

Admin fee / account holder

$5,622-99.9%

$6,797-99.9%

$5,306-99.8%

EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC.

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF FULLER WELDING FABRICATORS, INC.

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