Retirement plan

SOUTH-PAK, INC. 401(K) PROFIT SHARING PLAN

Name: SOUTH-PAK, INC. - SOUTH-PAK, INC. 401(K) PROFIT SHARING PLAN (2016) Form 5500
Creator: SOUTH-PAK, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTH-PAK, INC. 401(K) PROFIT SHARING PLAN, SOUTH-PAK, INC.

SOUTH-PAK, INC.EIN 58-1424972Plan #001PY 2016

4467-D PARK DRIVE - NORCROSS, GA 30093770-242-0007south-pak.comLinkedIn11-50 employeespackaging and containers

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$132K

No prior year

Total participants

No prior year

Average account balance

$10,189

No prior year

Annual return

15.46%

No prior year

Benchmarks

See 8,145 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort8,145 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

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

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

-2.26%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$3K

$233 / participant

Other / not subdivided$3K100.0%

% of EOY assets

1.934%

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

$10,189

$99,079-89.7%

$78,002-86.9%

$273,972-96.3%

Participation rate

100.0%

78.6%+21.4pp

75.5%+24.5pp

83.0%+17.0pp

Annual return

15.46%

217.93%-202.5pp

425.99%-410.5pp

41.46%-26.0pp

Employer contribution / active EE

$1,766

$3,308-46.6%

$2,470-28.5%

$4,869-63.7%

Participant deferral / active EE

$5,256

$4,306+22.1%

$3,497+50.3%

$5,287-0.6%

Admin fee / account holder

$197

$8,954-97.8%

$5,481-96.4%

$10,133-98.1%

SOUTH-PAK, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTH-PAK, INC. 401(K) PROFIT SHARING 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