Retirement plan

SWIRE COMPANIES 401K PLAN

Name: SWIRE OILFIELD SERVICES, L.L.C. - SWIRE COMPANIES 401K PLAN (2017) Form 5500
Creator: SWIRE OILFIELD SERVICES, L.L.C.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SWIRE COMPANIES 401K PLAN, SWIRE OILFIELD SERVICES, L.L.C.

SWIRE OILFIELD SERVICES, L.L.C.EIN 72-0919609Plan #001PY 2017

28420 HARDY TOLL ROAD, STE. 100 - SPRING, TX 77373985-851-6741

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$4.9M

+15.8% from 2016

Total participants

131

+2.3% from 2016

Average account balance

$38,967

+15.8% from 2016

Annual return

15.74%

+9.94 pp from 2016

Benchmarks

See 3,455 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants25-99

Cohort3,455 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.19M

Not enough data

1 years with asset history on file

Average account balance

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

$127K

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.

140.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$540K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.31%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1314

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 codes2E2F2G2J

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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$4K

$67 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.082%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: LAPORTE, A PUBLIC ACCOUNTING CORP.
Auditor EIN: 721088864
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$38,967

$62,672-37.8%

$185,117-78.9%

$70,126-44.4%

Participation rate

90.0%

63.8%+26.2pp

77.3%+12.7pp

69.5%+20.5pp

Annual return

15.74%

40.79%-25.1pp

40.50%-24.8pp

73.15%-57.4pp

Employer contribution / active EE

$2,461

$1,753+40.4%

$4,182-41.2%

$2,343+5.0%

Participant deferral / active EE

$3,975

$3,272+21.5%

$5,045-21.2%

$3,332+19.3%

Admin fee / account holder

$32

$3,932-99.2%

$8,159-99.6%

$4,645-99.3%

SWIRE COMPANIES 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SWIRE COMPANIES 401K 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