Retirement plan

USA TOUCH-UP AUTO BODY INC RETIREMENT PLAN

Name: USA TOUCH-UP AUTO BODY INC - USA TOUCH-UP AUTO BODY INC RETIREMENT PLAN (2016) Form 5500
Creator: USA TOUCH-UP AUTO BODY INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, USA TOUCH-UP AUTO BODY INC RETIREMENT PLAN, USA TOUCH-UP AUTO BODY INC

USA TOUCH-UP AUTO BODY INCEIN 65-1226192Plan #001PY 2016

818 N. 10TH ST - SAN JOSE, CA 95112408-292-0808LinkedIn11-50 employeesindividual & family services

Other plans on this EIN

1 filing

#002Retirement-$315K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$287K

+124.4% from 2015

Total participants

+21.6% from 2015

Average account balance

$6,385

+84.5% from 2015

Annual return

6.19%

+6.19 pp from 2015

Benchmarks

See 7,815 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,815 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.60M

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

131.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$170K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+9.70%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3657

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 codes2D2E2J2R3D

Plan features

2D
Offset plan
Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
2E
Profit-sharing
Profit-sharing plan.
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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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 assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

Expense breakdown

Schedule H Part II

Admin total

$2K

$60 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.840%

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

$6,385

$48,078-86.7%

$78,676-91.9%

$62,881-89.8%

Participation rate

100.0%

65.2%+34.8pp

73.6%+26.4pp

69.3%+30.7pp

Annual return

6.19%

31.36%-25.2pp

62.19%-56.0pp

20.14%-14.0pp

Employer contribution / active EE

$2,749

$2,015+36.4%

$2,850-3.6%

$2,281+20.5%

Participant deferral / active EE

$1,095

$2,587-57.7%

$3,517-68.9%

$3,203-65.8%

Admin fee / account holder

$54

$3,206-98.3%

$4,510-98.8%

$4,296-98.8%

USA TOUCH-UP AUTO BODY INC RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

USA TOUCH-UP AUTO BODY INC RETIREMENT 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