Retirement plan

EMPLOYEE BENEFIT PLAN OF CACTUS TANKS L L C

Name: CACTUS TANKS L L C - EMPLOYEE BENEFIT PLAN OF CACTUS TANKS L L C (2017) Form 5500
Creator: CACTUS TANKS L L C
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, EMPLOYEE BENEFIT PLAN OF CACTUS TANKS L L C, CACTUS TANKS L L C

CACTUS TANKS L L CEIN 73-1506821Plan #001PY 2017

PO BOX 545 - CHANDLER, OK 748340545405-258-1022cactustanks.comLinkedIn1-10 employeesoil & energy

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$587K

+12.6% from 2016

Total participants

0.0% from 2016

Average account balance

$65,247

+12.6% from 2016

Annual return

13.81%

+5.71 pp from 2016

Benchmarks

See 22,202 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants<25

Cohort22,202 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.56M

Not enough data

1 years with asset history on file

Average account balance

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

$111K

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.

116.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$114K

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

+9.46%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4803

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 codes2F3D

Plan features

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).
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.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$29K

$4105 / participant

Other / not subdivided$29K100.0%

% of EOY assets

4.894%

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

$65,247

$144,130-54.7%

$117,860-44.6%

$147,585-55.8%

Participation rate

100.0%

83.4%+16.6pp

79.7%+20.3pp

82.8%+17.2pp

Annual return

13.81%

531.20%-517.4pp

335.10%-321.3pp

578.58%-564.8pp

Employer contribution / active EE

$1,072

$4,897-78.1%

$3,786-71.7%

$4,876-78.0%

Participant deferral / active EE

$2,141

$5,316-59.7%

$4,482-52.2%

$5,439-60.6%

Admin fee / account holder

$3,193

$10,887-70.7%

$8,021-60.2%

$10,886-70.7%

EMPLOYEE BENEFIT PLAN OF CACTUS TANKS L L C

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

EMPLOYEE BENEFIT PLAN OF CACTUS TANKS L L C

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