Retirement plan

SOUTHERN DATA AUTOMATION, INC. 401(K) & PROFIT SHARING PLAN

Name: SOUTHERN DATA AUTOMATION, INC. - SOUTHERN DATA AUTOMATION, INC. 401(K) & PROFIT SHARING PLAN (2020) Form 5500
Creator: SOUTHERN DATA AUTOMATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOUTHERN DATA AUTOMATION, INC. 401(K) & PROFIT SHARING PLAN, SOUTHERN DATA AUTOMATION, INC.

SOUTHERN DATA AUTOMATION, INC.EIN 72-1365402Plan #001PY 2020

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

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$430K

+40.0% from 2019

Total participants

+10.0% from 2019

Average account balance

$39,069

+27.2% from 2019

Annual return

21.56%

-5.70 pp from 2019

Benchmarks

See 18,868 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,868 peers

Snapshot2020

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

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$3K

$294 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.754%

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

$39,069

$112,933-65.4%

$90,970-57.1%

$158,982-75.4%

Participation rate

100.0%

74.7%+25.3pp

69.0%+31.0pp

82.0%+18.0pp

Annual return

21.56%

215.82%-194.3pp

134.60%-113.0pp

302.99%-281.4pp

Employer contribution / active EE

$1,189

$2,893-58.9%

$2,122-44.0%

$4,763-75.0%

Participant deferral / active EE

$3,945

$4,128-4.4%

$3,373+17.0%

$5,983-34.1%

Admin fee / account holder

$294

$8,047-96.3%

$5,961-95.1%

$11,252-97.4%

SOUTHERN DATA AUTOMATION, INC. 401(K) & PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOUTHERN DATA AUTOMATION, INC. 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