Retirement plan

HOLDER, INC. DBA ABLE GLASS 401K PROFIT SHARING PLAN

Name: HOLDER, INC. DBA ABLE GLASS - HOLDER, INC. DBA ABLE GLASS 401K PROFIT SHARING PLAN (2016) Form 5500
Creator: HOLDER, INC. DBA ABLE GLASS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, HOLDER, INC. DBA ABLE GLASS 401K PROFIT SHARING PLAN, HOLDER, INC. DBA ABLE GLASS

HOLDER, INC. DBA ABLE GLASSEIN 77-0423669Plan #001PY 2016

850 ALDO AVE - SANTA CLARA, CA 95054408-496-9960

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$435K

+16.3% from 2015

Total participants

+4.5% from 2015

Average account balance

$20,695

+16.3% from 2015

Annual return

6.61%

+9.48 pp from 2015

Benchmarks

See 18,030 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,030 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.30M

Not enough data

1 years with asset history on file

Average account balance

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

$81K

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.

114.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$61K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+12.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2080

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 codes2E2F2H2J2R3D

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).
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion 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.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$6K

$430 / participant

Other / not subdivided$6K100.0%

% of EOY assets

1.384%

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

$20,695

$93,346-77.8%

$71,796-71.2%

$273,972-92.4%

Participation rate

85.7%

76.5%+9.2pp

69.1%+16.6pp

83.0%+2.7pp

Annual return

6.61%

130.39%-123.8pp

78.04%-71.4pp

41.46%-34.8pp

Employer contribution / active EE

$996

$2,733-63.6%

$1,924-48.2%

$4,869-79.5%

Participant deferral / active EE

$1,590

$3,475-54.3%

$2,794-43.1%

$5,287-69.9%

Admin fee / account holder

$286

$6,571-95.6%

$4,815-94.1%

$10,133-97.2%

HOLDER, INC. DBA ABLE GLASS 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

HOLDER, INC. DBA ABLE GLASS 401K PROFIT SHARING 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