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 (2017) 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 2017

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

Other plans on this EIN

1 filing

#002Retirement-$563K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$509K

+77.1% from 2016

Total participants

+2.2% from 2016

Average account balance

$11,059

+73.2% from 2016

Annual return

12.56%

+6.38 pp from 2016

Benchmarks

See 7,913 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort7,913 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.85M

Not enough data

1 years with asset history on file

Average account balance

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

$51K

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.

138.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$151K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3317

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

$3K

$67 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.552%

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

$11,059

$53,127-79.2%

$86,597-87.2%

$70,131-84.2%

Participation rate

100.0%

65.3%+34.7pp

73.5%+26.5pp

69.5%+30.5pp

Annual return

12.56%

27.66%-15.1pp

964.96%-952.4pp

73.14%-60.6pp

Employer contribution / active EE

$2,776

$2,068+34.2%

$2,840-2.2%

$2,342+18.5%

Participant deferral / active EE

$1,703

$2,696-36.8%

$3,609-52.8%

$3,332-48.9%

Admin fee / account holder

$61

$3,585-98.3%

$4,906-98.8%

$4,645-98.7%

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