Retirement plan

SLI DESIGN RETIREMENT PLAN

Name: S.L.I. DESIGN, INC. - SLI DESIGN RETIREMENT PLAN (2018) Form 5500
Creator: S.L.I. DESIGN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SLI DESIGN RETIREMENT PLAN, S.L.I. DESIGN, INC.

S.L.I. DESIGN, INC.EIN 74-1861914Plan #001PY 2018

15810 PARK TEN PLACE, SUITE 300 - HOUSTON, TX 77084713-465-4650LinkedIn51-200 employeesconstruction

Prospect flagsHigh feesLow participation

How to read this page

Total assets (EOY)

$6.4M

-3.5% from 2017

Total participants

-2.0% from 2017

Average account balance

$174,043

+9.5% from 2017

Annual return

-3.69%

-23.23 pp from 2017

Benchmarks

See 15,017 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants25-99

Cohort15,017 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$14.94M

Not enough data

1 years with asset history on file

Average account balance

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

$383K

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.

68.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$513K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+25.90%

Not enough data

1 years with return on file

Admin fee / account holder

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

$31398

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 codes2F2G2J2T3D3H2E

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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$369K

$9470 / participant

Other / not subdivided$369K100.0%

% of EOY assets

5.735%

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

$174,043

$57,350+203.5%

$83,850+107.6%

$64,181+171.2%

Participation rate

69.2%

68.6%+0.6pp

76.1%-6.9pp

69.6%-0.3pp

Annual return

-3.69%

11.38%-15.1pp

850.92%-854.6pp

7.63%-11.3pp

Employer contribution / active EE

$2,490

$2,545-2.2%

$3,631-31.4%

$2,381+4.6%

Participant deferral / active EE

$7,306

$2,993+144.1%

$4,082+79.0%

$3,470+110.6%

Admin fee / account holder

$9,982

$4,046+146.7%

$5,478+82.2%

$4,887+104.2%

SLI DESIGN RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SLI DESIGN RETIREMENT 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