Retirement plan

TRAVIS HOBBS CONSTRUCTION, LLC PROFIT SHARING PLAN

Name: TRAVIS HOBBS CONSTRUCTION, LLC - TRAVIS HOBBS CONSTRUCTION, LLC PROFIT SHARING PLAN (2017) Form 5500
Creator: TRAVIS HOBBS CONSTRUCTION, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TRAVIS HOBBS CONSTRUCTION, LLC PROFIT SHARING PLAN, TRAVIS HOBBS CONSTRUCTION, LLC

TRAVIS HOBBS CONSTRUCTION, LLCEIN 80-0080275Plan #001PY 2017

1817 FM 619 - ELGIN, TX 78621512-273-1183travishobbsconstruction.comLinkedIn1-10 employeesconstruction

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$812K

+48.9% from 2016

Total participants

+11.1% from 2016

Average account balance

$81,243

No prior year

Annual return

11.79%

+7.64 pp from 2016

Benchmarks

See 37,230 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants<25

Cohort37,230 peers

Snapshot2017

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$132K

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

$77K

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

+11.15%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1819

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 codes2E2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
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

$4K

$389 / participant

Other / not subdivided$4K100.0%

% of EOY assets

0.479%

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

$81,243

$106,005-23.4%

$92,239-11.9%

$147,585-45.0%

Participation rate

100.0%

80.4%+19.6pp

76.5%+23.5pp

82.8%+17.2pp

Annual return

11.79%

50.05%-38.3pp

176.29%-164.5pp

578.58%-566.8pp

Employer contribution / active EE

$9,905

$4,333+128.6%

$3,680+169.2%

$4,876+103.1%

Participant deferral / active EE

$3,863

$4,478-13.7%

$3,897-0.9%

$5,439-29.0%

Admin fee / account holder

$389

$6,333-93.9%

$5,194-92.5%

$10,886-96.4%

TRAVIS HOBBS CONSTRUCTION, LLC PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TRAVIS HOBBS CONSTRUCTION, LLC 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