Retirement plan

SIERRA FOOTHILLS CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Name: SIERRA FOOTHILLS CONSTRUCTION COMPANY - SIERRA FOOTHILLS CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN (2020) Form 5500
Creator: SIERRA FOOTHILLS CONSTRUCTION COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SIERRA FOOTHILLS CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN, SIERRA FOOTHILLS CONSTRUCTION COMPANY

SIERRA FOOTHILLS CONSTRUCTION COMPANYEIN 68-0113038Plan #001PY 2020

130 EAST MAIN STREET - GRASS VALLEY, CA 95945530-477-5300

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$948K

+10.3% from 2019

Total participants

+60.0% from 2019

Average account balance

$118,559

-31.1% from 2019

Annual return

2.37%

+0.57 pp from 2019

Benchmarks

See 42,043 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort42,043 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$675K

Not enough data

1 years with asset history on file

Average account balance

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

$96K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$3K

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

-4.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$22185

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 codes2E2J3D

Plan features

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.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$2K

$261 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.220%

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

$118,559

$115,796+2.4%

$101,264+17.1%

$158,950-25.4%

Participation rate

100.0%

79.4%+20.6pp

75.8%+24.2pp

82.0%+18.0pp

Annual return

2.37%

56.15%-53.8pp

46.48%-44.1pp

302.91%-300.5pp

Employer contribution / active EE

$2,108

$4,175-49.5%

$3,660-42.4%

$4,762-55.7%

Participant deferral / active EE

$6,392

$4,958+28.9%

$4,370+46.3%

$5,983+6.8%

Admin fee / account holder

$261

$7,247-96.4%

$5,947-95.6%

$11,248-97.7%

SIERRA FOOTHILLS CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SIERRA FOOTHILLS CONSTRUCTION COMPANY 401(K) PROFIT SHARING 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