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 (2018) 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 2018

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

Other plans on this EIN

1 filing

#002Retirement-$522K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$707K

+38.9% from 2017

Total participants

+8.7% from 2017

Average account balance

$14,134

+27.8% from 2017

Annual return

-5.34%

-17.91 pp from 2017

Benchmarks

See 8,161 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort8,161 peers

Snapshot2018

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$94 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.520%

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

$14,134

$49,177-71.3%

$79,467-82.2%

$64,173-78.0%

Participation rate

100.0%

65.0%+35.0pp

73.3%+26.7pp

69.6%+30.4pp

Annual return

-5.34%

-1.16%-4.2pp

718.30%-723.6pp

7.63%-13.0pp

Employer contribution / active EE

$3,776

$2,076+81.9%

$2,800+34.8%

$2,381+58.6%

Participant deferral / active EE

$2,092

$2,821-25.8%

$3,704-43.5%

$3,470-39.7%

Admin fee / account holder

$74

$3,839-98.1%

$5,104-98.6%

$4,887-98.5%

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