Retirement plan

ROLLAC SHUTTER OF TEXAS, INC. 401(K) PLAN

Name: ROLLAC SHUTTER OF TEXAS, INC. - ROLLAC SHUTTER OF TEXAS, INC. 401(K) PLAN (2018) Form 5500
Creator: ROLLAC SHUTTER OF TEXAS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROLLAC SHUTTER OF TEXAS, INC. 401(K) PLAN, ROLLAC SHUTTER OF TEXAS, INC.

ROLLAC SHUTTER OF TEXAS, INC.EIN 76-0117689Plan #001PY 2018

5331 W. ORANGE ST - PEARLAND, TX 77581281-485-1911rollac.comLinkedIn51-200 employeesmachinery

Prospect flagsHigh feesLow employer contribution

How to read this page

Total assets (EOY)

$844K

-1.2% from 2017

Total participants

-2.6% from 2017

Average account balance

$23,441

-4.0% from 2017

Annual return

-7.33%

-24.35 pp from 2017

Benchmarks

See 14,949 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort14,949 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$987K

Not enough data

1 years with asset history on file

Average account balance

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

$55K

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

$40K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

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

+14.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$6098

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

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
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

$27K

$948 / participant

Other / not subdivided$27K100.0%

% of EOY assets

3.146%

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

$23,441

$62,589-62.5%

$76,768-69.5%

$64,173-63.5%

Participation rate

92.9%

72.8%+20.0pp

77.0%+15.9pp

69.6%+23.3pp

Annual return

-7.33%

-1.95%-5.4pp

2.43%-9.8pp

7.63%-15.0pp

Employer contribution / active EE

$64

$1,832-96.5%

$2,485-97.4%

$2,381-97.3%

Participant deferral / active EE

$2,736

$3,145-13.0%

$3,852-29.0%

$3,470-21.2%

Admin fee / account holder

$737

$4,667-84.2%

$6,675-89.0%

$4,887-84.9%

ROLLAC SHUTTER OF TEXAS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ROLLAC SHUTTER OF TEXAS, 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