Retirement plan

SHIRLEY & SONS CONSTRUCTION CO. INC. 401 (K) PLAN

Name: SHIRLEY & SONS CONSTRUCTION CO - SHIRLEY & SONS CONSTRUCTION CO. INC. 401 (K) PLAN (2018) Form 5500
Creator: SHIRLEY & SONS CONSTRUCTION CO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SHIRLEY & SONS CONSTRUCTION CO. INC. 401 (K) PLAN, SHIRLEY & SONS CONSTRUCTION CO

SHIRLEY & SONS CONSTRUCTION COEIN 74-1871807Plan #002PY 2018

P.O. BOX 429 - CLEVELAND, TX 77328281-592-9254LinkedIn11-50 employeesconstruction

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$274K

No prior year

Total participants

No prior year

Average account balance

$15,226

No prior year

Annual return

-13.28%

No prior year

Benchmarks

See 38,940 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort38,940 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.38M

Not enough data

1 years with asset history on file

Average account balance

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

$66K

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.

63.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$181K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+8.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4818

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 codes2E2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
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 returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$1K

$45 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.378%

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

$15,226

$97,732-84.4%

$83,831-81.8%

$135,380-88.8%

Participation rate

78.3%

80.0%-1.7pp

76.1%+2.1pp

82.6%-4.4pp

Annual return

-13.28%

1287.56%-1300.8pp

850.99%-864.3pp

519.81%-533.1pp

Employer contribution / active EE

$2,136

$4,222-49.4%

$3,631-41.2%

$4,779-55.3%

Participant deferral / active EE

$4,336

$4,683-7.4%

$4,082+6.2%

$5,609-22.7%

Admin fee / account holder

$58

$6,675-99.1%

$5,479-99.0%

$10,828-99.5%

SHIRLEY & SONS CONSTRUCTION CO. INC. 401 (K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SHIRLEY & SONS CONSTRUCTION CO. INC. 401 (K) 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