Retirement plan

BEACON TIRE 401(K)

Name: BEACON TIRE - BEACON TIRE 401(K) (2015) Form 5500
Creator: BEACON TIRE
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BEACON TIRE 401(K), BEACON TIRE

BEACON TIREEIN 71-0826922Plan #001PY 2015

1713 EAST MAIN - RUSSELLVILLE, AR 72801479-968-1556beacontireservice.comLinkedIn11-50 employeesautomotive

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$480K

No prior year

Total participants

No prior year

Average account balance

$13,709

No prior year

Annual return

647.67%

No prior year

Benchmarks

See 8,867 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort8,867 peers

Snapshot2015

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.81M

Not enough data

1 years with asset history on file

Average account balance

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

$42K

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.

40.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$318K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+10.87%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4630

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 codes2E2F2G2J3D2T

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$5K

$107 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.977%

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

$13,709

$45,566-69.9%

$64,105-78.6%

$59,633-77.0%

Participation rate

77.3%

60.2%+17.1pp

68.2%+9.1pp

68.7%+8.6pp

Annual return

647.67%

4.95%+642.7pp

791.24%-143.6pp

2041.45%-1393.8pp

Employer contribution / active EE

$1,466

$934+56.9%

$1,820-19.5%

$2,203-33.5%

Participant deferral / active EE

$1,964

$2,057-4.5%

$2,822-30.4%

$3,192-38.5%

Admin fee / account holder

$134

$3,268-95.9%

$4,499-97.0%

$4,297-96.9%

BEACON TIRE 401(K)

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BEACON TIRE 401(K)

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