Retirement plan

ALONSO & CARUS IRON WORKS, INC RETIREMENT PLAN TRUST

Name: ALONSO & CARUS IRON WORKS, INC - ALONSO & CARUS IRON WORKS, INC RETIREMENT PLAN TRUST (2017) Form 5500
Creator: ALONSO & CARUS IRON WORKS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALONSO & CARUS IRON WORKS, INC RETIREMENT PLAN TRUST, ALONSO & CARUS IRON WORKS, INC

ALONSO & CARUS IRON WORKS, INCEIN 66-0235446Plan #002PY 2017

PO BOX 566 - CATANO, PR 00963787-788-1065

Other plans on this EIN

1 filing

#001Retirement-$320K assets

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$157K

+27.1% from 2016

Total participants

-18.2% from 2016

Average account balance

$17,452

+41.2% from 2016

Annual return

13.39%

+7.08 pp from 2016

Benchmarks

See 21,290 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort21,290 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$359K

Not enough data

1 years with asset history on file

Average account balance

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

$45K

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.

61.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$14K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

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

+11.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$82

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 codes2E2F2G2J3C

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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.

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

$17,452

$98,240-82.2%

$82,312-78.8%

$147,586-88.2%

Participation rate

100.0%

79.7%+20.3pp

76.9%+23.1pp

82.8%+17.2pp

Annual return

13.39%

30.85%-17.5pp

25.88%-12.5pp

578.59%-565.2pp

Employer contribution / active EE

$3,192-100.0%

$2,428-100.0%

$4,876-100.0%

Participant deferral / active EE

$1,879

$4,383-57.1%

$3,706-49.3%

$5,439-65.4%

Admin fee / account holder

$8,563-100.0%

$5,608-100.0%

$10,886-100.0%

ALONSO & CARUS IRON WORKS, INC RETIREMENT PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ALONSO & CARUS IRON WORKS, INC RETIREMENT PLAN TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion