Retirement plan

SMITH'S GARDEN EQUIPMENT, INC. PROFIT SHARING PLAN

Name: SMITH'S GARDEN EQUIPMENT, INC. - SMITH'S GARDEN EQUIPMENT, INC. PROFIT SHARING PLAN (2016) Form 5500
Creator: SMITH'S GARDEN EQUIPMENT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMITH'S GARDEN EQUIPMENT, INC. PROFIT SHARING PLAN, SMITH'S GARDEN EQUIPMENT, INC.

SMITH'S GARDEN EQUIPMENT, INC.EIN 73-1052321Plan #001PY 2016

2648 N. YUKON PARKWAY - YUKON, OK 73099405-838-9113

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$4.8M

+21.1% from 2015

Total participants

0.0% from 2015

Average account balance

$252,491

+21.1% from 2015

Annual return

16.78%

-22.50 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$10.32M

Not enough data

1 years with asset history on file

Average account balance

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

$573K

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.

105.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$280K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+10.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$44176

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 codes2E2G2R3D

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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$9K

$448 / participant

Other / not subdivided$9K100.0%

% of EOY assets

0.187%

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

$252,491

$93,346+170.5%

$71,796+251.7%

$273,972-7.8%

Participation rate

95.0%

76.5%+18.5pp

69.1%+25.9pp

83.0%+12.0pp

Annual return

16.78%

130.39%-113.6pp

78.04%-61.3pp

41.46%-24.7pp

Employer contribution / active EE

$9,075

$2,733+232.0%

$1,924+371.6%

$4,869+86.4%

Participant deferral / active EE

$3,475-100.0%

$2,794-100.0%

$5,287-100.0%

Admin fee / account holder

$472

$6,571-92.8%

$4,815-90.2%

$10,133-95.3%

SMITH'S GARDEN EQUIPMENT, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMITH'S GARDEN EQUIPMENT, INC. 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