Retirement plan

SES ENVIRONMENTAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Name: SOIL EXPLORATION SERVICES, INC. - SES ENVIRONMENTAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST (2016) Form 5500
Creator: SOIL EXPLORATION SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SES ENVIRONMENTAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST, SOIL EXPLORATION SERVICES, INC.

SOIL EXPLORATION SERVICES, INC.dba SES ENVIRONMENTALEIN 62-1378603Plan #001PY 2016

3807 TRANSPORTATION DRIVE - FORT WAYNE, IN 46818260-497-7645sesadvantage.comLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

No prior year

Total participants

No prior year

Average account balance

$47,443

No prior year

Annual return

36.98%

No prior year

Benchmarks

See 24,581 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort24,581 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.83M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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

$438K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+2.06%

Not enough data

1 years with return on file

Admin fee / account holder

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

$8506

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 codes2I2P2Q3I

Plan features

2I
Stock bonus
Stock bonus plan.
2P
Leveraged ESOP
Employee stock ownership plan that acquires employer securities with borrowed money or other debt-financing techniques.
2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.

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

$161K

$4884 / participant

Other / not subdivided$161K100.0%

% of EOY assets

9.706%

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

$47,443

$76,551-38.0%

$123,894-61.7%

$62,881-24.6%

Participation rate

100.0%

73.0%+27.0pp

81.4%+18.6pp

69.3%+30.7pp

Annual return

36.98%

18.68%+18.3pp

47.52%-10.5pp

20.14%+16.8pp

Employer contribution / active EE

$7,175

$2,882+148.9%

$4,617+55.4%

$2,281+214.6%

Participant deferral / active EE

$4,840-100.0%

$5,984-100.0%

$3,203-100.0%

Admin fee / account holder

$4,605

$4,826-4.6%

$8,357-44.9%

$4,296+7.2%

SES ENVIRONMENTAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SES ENVIRONMENTAL EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

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