Retirement plan

PEE DEE AUTO SALES, INC. 401(K) PROFIT SHARING PLAN

Name: PEE DEE AUTO SALES, INC. - PEE DEE AUTO SALES, INC. 401(K) PROFIT SHARING PLAN (2019) Form 5500
Creator: PEE DEE AUTO SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PEE DEE AUTO SALES, INC. 401(K) PROFIT SHARING PLAN, PEE DEE AUTO SALES, INC.

PEE DEE AUTO SALES, INC.EIN 58-2461765Plan #001PY 2019

1609 ELVINGTON COURT - LAKE VIEW, SC 29563843-667-8882peedeeauto.comLinkedIn1-10 employeesaccounting

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.2M

+40.9% from 2018

Total participants

-10.0% from 2018

Average account balance

$82,385

+51.0% from 2018

Annual return

23.24%

+30.66 pp from 2018

Benchmarks

See 18,792 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,792 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$155K

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

$169K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+15.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3874

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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).
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

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$15K

$847 / participant

Other / not subdivided$15K100.0%

% of EOY assets

1.322%

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

$82,385

$106,918-22.9%

$84,021-1.9%

$152,897-46.1%

Participation rate

77.8%

75.2%+2.5pp

69.0%+8.8pp

82.5%-4.7pp

Annual return

23.24%

105.01%-81.8pp

71.32%-48.1pp

345.43%-322.2pp

Employer contribution / active EE

$4,306

$2,735+57.4%

$1,984+117.0%

$4,764-9.6%

Participant deferral / active EE

$4,573

$4,012+14.0%

$3,239+41.2%

$5,851-21.9%

Admin fee / account holder

$1,089

$8,288-86.9%

$6,102-82.2%

$11,599-90.6%

PEE DEE AUTO SALES, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PEE DEE AUTO SALES, 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