Retirement plan

ADVANCE CONCRETE LLC 401K PLAN

Name: ADVANCE CONCRETE LLC - ADVANCE CONCRETE LLC 401K PLAN (2016) Form 5500
Creator: ADVANCE CONCRETE LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ADVANCE CONCRETE LLC 401K PLAN, ADVANCE CONCRETE LLC

ADVANCE CONCRETE LLCEIN 56-2246635Plan #001PY 2016

3708 CONQUEST DRIVE - GARNER, NC 27529252-830-2727advance-concrete.comLinkedIn51-200 employeesconstruction

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$34K

No prior year

Total participants

No prior year

Average account balance

$16,979

No prior year

Annual return

4.06%

No prior year

Benchmarks

See 35,836 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort35,836 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$146K

Not enough data

1 years with asset history on file

Average account balance

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

$8K

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.

19.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$31K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$315

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

-11.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1122

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 codes2J2G

Plan features

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$57

$29 / participant

Other / not subdivided$57100.0%

% of EOY assets

0.168%

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

$16,979

$99,345-82.9%

$84,753-80.0%

$273,970-93.8%

Participation rate

100.0%

80.7%+19.3pp

76.6%+23.4pp

83.0%+17.0pp

Annual return

4.06%

22.93%-18.9pp

22.78%-18.7pp

41.46%-37.4pp

Employer contribution / active EE

$1,709

$4,214-59.5%

$3,574-52.2%

$4,869-64.9%

Participant deferral / active EE

$4,773

$4,270+11.8%

$3,712+28.6%

$5,287-9.7%

Admin fee / account holder

$29

$6,645-99.6%

$5,333-99.5%

$10,132-99.7%

ADVANCE CONCRETE LLC 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ADVANCE CONCRETE LLC 401K 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