Retirement plan

NEAL AIRCRAFT, INC. 401K PLAN

Name: NEAL AIRCRAFT, INC. - NEAL AIRCRAFT, INC. 401K PLAN (2019) Form 5500
Creator: NEAL AIRCRAFT, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NEAL AIRCRAFT, INC. 401K PLAN, NEAL AIRCRAFT, INC.

NEAL AIRCRAFT, INC.EIN 75-2234102Plan #001PY 2019

12106 FM 400 - SLATON, TX 79364806-828-5892nealaircraft.comLinkedIn1-10 employeesaviation & aerospace

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$501K

+32.8% from 2018

Total participants

-14.3% from 2018

Average account balance

$83,566

+54.9% from 2018

Annual return

24.74%

+30.14 pp from 2018

Benchmarks

See 5,379 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort5,379 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$755K

Not enough data

1 years with asset history on file

Average account balance

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

$108K

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

$80K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+21.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2G2J

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.
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.

Opportunity flags

1 tripped

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

$2K

$462 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.369%

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

$83,566

$142,430-41.3%

$115,170-27.4%

$152,897-45.3%

Participation rate

100.0%

82.4%+17.6pp

75.9%+24.1pp

82.5%+17.5pp

Annual return

24.74%

41.48%-16.7pp

35.60%-10.9pp

345.43%-320.7pp

Employer contribution / active EE

$3,880

$4,011-3.3%

$3,179+22.0%

$4,764-18.5%

Participant deferral / active EE

$4,150

$5,165-19.7%

$4,169-0.5%

$5,851-29.1%

Admin fee / account holder

$308

$8,464-96.4%

$7,089-95.7%

$11,599-97.3%

NEAL AIRCRAFT, INC. 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NEAL AIRCRAFT, INC. 401K 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