Retirement plan

SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

Name: SOUTHERN DATA AUTOMATION, INC. - SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING (2017) Form 5500
Creator: SOUTHERN DATA AUTOMATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING, SOUTHERN DATA AUTOMATION, INC.

SOUTHERN DATA AUTOMATION, INC.EIN 72-1365402Plan #001PY 2017

825 OLD SOUTH 4TH STREET - GADSDEN, AL 35901256-546-4010LinkedIn11-50 employeescomputer & network security

Prospect flagsLow assets / participant

How to read this page

Total assets (EOY)

$158K

No prior year

Total participants

No prior year

Average account balance

$19,713

No prior year

Annual return

28.51%

No prior year

Benchmarks

See 18,212 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,212 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$812K

Not enough data

1 years with asset history on file

Average account balance

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

$62K

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

$77K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

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

+20.77%

Not enough data

1 years with return on file

Admin fee / account holder

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

$448

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 codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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

$2K

$300 / participant

Other / not subdivided$2K100.0%

% of EOY assets

1.522%

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

$19,713

$99,652-80.2%

$78,778-75.0%

$147,586-86.6%

Participation rate

100.0%

76.2%+23.8pp

69.2%+30.8pp

82.8%+17.2pp

Annual return

28.51%

47.28%-18.8pp

35.62%-7.1pp

578.59%-550.1pp

Employer contribution / active EE

$1,377

$2,796-50.7%

$1,986-30.6%

$4,876-71.8%

Participant deferral / active EE

$4,731

$3,664+29.1%

$2,958+59.9%

$5,439-13.0%

Admin fee / account holder

$300

$7,155-95.8%

$5,134-94.2%

$10,886-97.2%

SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN DATA AUTOMATION 401K & PROFIT SHARING

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