Retirement plan

SEAN TODD COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: SEAN TODD COMPANY, INC. - SEAN TODD COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2017) Form 5500
Creator: SEAN TODD COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SEAN TODD COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST, SEAN TODD COMPANY, INC.

SEAN TODD COMPANY, INC.EIN 77-0504301Plan #001PY 2017

2002 BRIGHTON PARK DR - BAKERSFIELD, CA 933118579661-808-8004

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$190K

+37.7% from 2016

Total participants

0.0% from 2016

Average account balance

$95,151

+37.7% from 2016

Annual return

17.80%

+12.82 pp from 2016

Benchmarks

See 37,233 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,233 peers

Snapshot2017

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$594K

Not enough data

1 years with asset history on file

Average account balance

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

$594K

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.

6.7%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

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

+13.05%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

See the 7-year trajectory. $4.99 for your first month.

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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 codes2E2F2G2J2T

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.

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

$755 / participant

Other / not subdivided$2K100.0%

% of EOY assets

0.793%

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: -

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$95,151

$105,998-10.2%

$92,233+3.2%

$147,584-35.5%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

17.80%

50.05%-32.3pp

176.28%-158.5pp

578.55%-560.8pp

Employer contribution / active EE

$1,755

$4,333-59.5%

$3,679-52.3%

$4,876-64.0%

Participant deferral / active EE

$12,000

$4,478+168.0%

$3,897+208.0%

$5,439+120.6%

Admin fee / account holder

$755

$6,332-88.1%

$5,194-85.5%

$10,885-93.1%

SEAN TODD COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SEAN TODD COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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