Retirement plan

SOL WINDOWS AND DOORS S CORP 401(K) / PROFIT SHARING PLAN

Name: SOL WINDOWS AND DOORS S CORP - SOL WINDOWS AND DOORS S CORP 401(K) / PROFIT SHARING PLAN (2024) Form 5500
Creator: SOL WINDOWS AND DOORS S CORP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SOL WINDOWS AND DOORS S CORP 401(K) / PROFIT SHARING PLAN, SOL WINDOWS AND DOORS S CORP

SOL WINDOWS AND DOORS S CORPEIN 81-2725747Plan #001PY 2024

5903 EAST TEXAS STREET - BOSSIER CITY, LA 71111318-742-9011

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$94K

+32.6% from 2023

Total participants

-25.0% from 2023

Average account balance

$31,480

+76.9% from 2023

Annual return

12.66%

-6.04 pp from 2023

Benchmarks

See 22,321 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort22,321 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$94K

Not enough data

1 years with asset history on file

Average account balance

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

$31K

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

$27K

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

+12.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$4253

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 codes2J2E

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

$13K

$6380 / participant

Other / not subdivided$13K100.0%

% of EOY assets

13.510%

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

$31,480

$111,785-71.8%

$93,669-66.4%

$145,877-78.4%

Participation rate

100.0%

74.2%+25.8pp

68.7%+31.3pp

80.3%+19.7pp

Annual return

12.66%

203.79%-191.1pp

133.59%-120.9pp

551.28%-538.6pp

Employer contribution / active EE

$3,094

$3,096-0.1%

$2,424+27.7%

$4,663-33.6%

Participant deferral / active EE

$10,313

$4,919+109.7%

$4,416+133.5%

$6,691+54.1%

Admin fee / account holder

$4,253

$10,256-58.5%

$8,291-48.7%

$13,402-68.3%

SOL WINDOWS AND DOORS S CORP 401(K) / PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SOL WINDOWS AND DOORS S CORP 401(K) / 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