Retirement plan

STETT TRANSPORTATION 401(K) SAFE HARBOR

Name: STETT TRANSPORTATION INC. - STETT TRANSPORTATION 401(K) SAFE HARBOR (2015) Form 5500
Creator: STETT TRANSPORTATION INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STETT TRANSPORTATION 401(K) SAFE HARBOR, STETT TRANSPORTATION INC.

STETT TRANSPORTATION INC.EIN 61-1359174Plan #001PY 2015

1515 CAVALRY LN STE 201 - FLORENCE, KY 410428430859-384-2400LinkedIn11-50 employeeslogistics and supply chain

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$200K

No prior year

Total participants

No prior year

Average account balance

$16,665

No prior year

Annual return

-4.48%

No prior year

Benchmarks

See 5,259 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort5,259 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$126K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$156K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+9.76%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11978

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 codes2E2F2G2J2T3D

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).
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$166 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.077%

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

$16,665

$75,935-78.1%

$60,547-72.5%

$125,389-86.7%

Participation rate

92.3%

76.5%+15.8pp

68.0%+24.3pp

83.2%+9.1pp

Annual return

-4.48%

-5.38%+0.9pp

335.64%-340.1pp

282.24%-286.7pp

Employer contribution / active EE

$2,509

$3,438-27.0%

$2,419+3.7%

$4,866-48.4%

Participant deferral / active EE

$4,481

$4,506-0.6%

$3,328+34.6%

$5,352-16.3%

Admin fee / account holder

$180

$6,768-97.3%

$4,536-96.0%

$9,541-98.1%

STETT TRANSPORTATION 401(K) SAFE HARBOR

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

STETT TRANSPORTATION 401(K) SAFE HARBOR

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