Retirement plan

EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN

Name: EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN - EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN (2017) Form 5500
Creator: EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN, EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMENT PLAN

EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMENT PLANEIN 62-0897652Plan #001PY 2017

1033 DEMONBREUN ST., STE. 800 - NASHVILLE, TN 372034461615-329-9445

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$47.2M

+22.5% from 2016

Total participants

213

-3.2% from 2016

Average account balance

$230,025

No prior year

Annual return

17.45%

+10.24 pp from 2016

Benchmarks

See 5,160 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants100-249

Cohort5,160 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$87.94M

Not enough data

1 years with asset history on file

Average account balance

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

$324K

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.

271

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.

99.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$5.24M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

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

+14.41%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44

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

1 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 codes2E2F2G2J2T

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$8K

$44 / participant

Contract admin$8K100.0%

% of EOY assets

0.016%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: CARR, RIGGS & INGRAM, LLC
Auditor EIN: 721396621
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$230,025

$80,753+184.8%

$136,298+68.8%

$62,293+269.3%

Participation rate

95.5%

73.5%+21.9pp

81.9%+13.6pp

69.5%+26.0pp

Annual return

17.45%

35.83%-18.4pp

5156.27%-5138.8pp

28.90%-11.4pp

Employer contribution / active EE

$7,116

$2,884+146.8%

$4,696+51.6%

$2,042+248.5%

Participant deferral / active EE

$8,208

$5,164+58.9%

$6,247+31.4%

$3,169+159.0%

Admin fee / account holder

$38

$525-92.8%

$9,244-99.6%

$479-92.1%

EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EARL SWENSSON ASSOCIATES, INC. SAVINGS & RETIREMEN

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