Retirement plan

REINDEER SHUTTLE, INC. RETIREMENT

Name: REINDEER SHUTTLE, INC. - REINDEER SHUTTLE, INC. RETIREMENT (2019) Form 5500
Creator: REINDEER SHUTTLE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REINDEER SHUTTLE, INC. RETIREMENT, REINDEER SHUTTLE, INC.

REINDEER SHUTTLE, INC.EIN 81-3498924Plan #001PY 2019

1305 CUMBERLAND AVE., SUITE 100 - WEST LAFAYETTE, IN 47906214-244-8107reindeershuttle.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$770K

+57.3% from 2018

Total participants

+35.7% from 2018

Average account balance

$64,134

+57.3% from 2018

Annual return

53.27%

+63.04 pp from 2018

Benchmarks

See 3,674 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort3,674 peers

Snapshot2019

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.08M

Not enough data

1 years with asset history on file

Average account balance

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

$139K

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.

83.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$44K

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

+65.04%

Not enough data

1 years with return on file

Admin fee / account holder

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

$58

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 codes2E2J2G2R3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

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

$64,134

$55,713+15.1%

$75,894-15.5%

$72,983-12.1%

Participation rate

23.5%

61.1%-37.6pp

69.3%-45.8pp

69.5%-46.0pp

Annual return

53.27%

27.60%+25.7pp

30.76%+22.5pp

81.01%-27.7pp

Employer contribution / active EE

$1,687-100.0%

$2,501-100.0%

$2,440-100.0%

Participant deferral / active EE

$586

$2,634-77.8%

$3,603-83.7%

$3,608-83.8%

Admin fee / account holder

$3,980-100.0%

$5,420-100.0%

$5,124-100.0%

REINDEER SHUTTLE, INC. RETIREMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

REINDEER SHUTTLE, INC. RETIREMENT

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion