Retirement plan

SBC, LP 401(K) PLAN

Name: SBC, LP - SBC, LP 401(K) PLAN (2017) Form 5500
Creator: SBC, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SBC, LP 401(K) PLAN, SBC, LP

SBC, LPEIN 75-1987676Plan #001PY 2017

1811 HERITAGE BLVD., SUITE 100 - MIDLAND, TX 797070000432-697-1500

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$1.2M

+16.4% from 2016

Total participants

0.0% from 2016

Average account balance

$583,324

+16.4% from 2016

Annual return

12.30%

+4.68 pp from 2016

Benchmarks

See 4,832 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort4,832 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$795K

Not enough data

1 years with asset history on file

Average account balance

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

$265K

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

$63K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+11.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$3903

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 codes2E2F2G2J2T3D

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.

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

$29K

$14473 / participant

Other / not subdivided$29K100.0%

% of EOY assets

2.481%

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

$583,324

$149,679+289.7%

$117,039+398.4%

$147,585+295.2%

Participation rate

100.0%

83.5%+16.5pp

77.2%+22.8pp

82.8%+17.2pp

Annual return

12.30%

19.31%-7.0pp

18.95%-6.7pp

578.58%-566.3pp

Employer contribution / active EE

$19,334

$4,937+291.6%

$3,785+410.9%

$4,876+296.5%

Participant deferral / active EE

$15,501

$4,912+215.6%

$3,929+294.5%

$5,439+185.0%

Admin fee / account holder

$14,473

$7,856+84.2%

$5,974+142.3%

$10,886+33.0%

SBC, LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SBC, LP 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