Retirement plan

PHALTLESS, INC. 401K PLAN

Name: PHALTLESS, INC. - PHALTLESS, INC. 401K PLAN (2017) Form 5500
Creator: PHALTLESS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PHALTLESS, INC. 401K PLAN, PHALTLESS, INC.

PHALTLESS, INC.EIN 62-1383051Plan #001PY 2017

2611 RIVERSIDE DRIVE - CHATTANOOGA, TN 37406423-622-1037phaltless.comLinkedIn11-50 employeesconstruction

Prospect flagsLow participant contribution

How to read this page

Total assets (EOY)

$1.4M

+18.3% from 2016

Total participants

-3.2% from 2016

Average account balance

$46,998

+18.3% from 2016

Annual return

12.47%

+1.10 pp from 2016

Benchmarks

See 14,318 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort14,318 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.92M

Not enough data

1 years with asset history on file

Average account balance

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

$75K

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.

111.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$143K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$15632

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 codes2E2F2G2J3D

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.
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 participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$74 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.141%

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

$46,998

$63,346-25.8%

$92,239-49.0%

$70,124-33.0%

Participation rate

100.0%

68.7%+31.3pp

76.5%+23.5pp

69.5%+30.5pp

Annual return

12.47%

530.19%-517.7pp

176.29%-163.8pp

73.14%-60.7pp

Employer contribution / active EE

$2,067

$2,471-16.3%

$3,680-43.8%

$2,342-11.7%

Participant deferral / active EE

$556

$2,854-80.5%

$3,897-85.7%

$3,332-83.3%

Admin fee / account holder

$67

$3,841-98.3%

$5,194-98.7%

$4,645-98.6%

PHALTLESS, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PHALTLESS, INC. 401K 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