Retirement plan

STARS FERRY BUILDING SUPPLIES, INC. PROFIT SHARING PLAN

Name: STARS FERRY BUILDING SUPPLIES, INC. - STARS FERRY BUILDING SUPPLIES, INC. PROFIT SHARING PLAN (2018) Form 5500
Creator: STARS FERRY BUILDING SUPPLIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STARS FERRY BUILDING SUPPLIES, INC. PROFIT SHARING PLAN, STARS FERRY BUILDING SUPPLIES, INC.

STARS FERRY BUILDING SUPPLIES, INC.EIN 82-0292733Plan #001PY 2018

20 SOUTH 300 WEST - BURLEY, ID 83318208-678-5565starsferry.bizLinkedIn1-10 employeesconstruction

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$409K

+8.2% from 2017

Total participants

0.0% from 2017

Average account balance

$51,111

+8.2% from 2017

Annual return

8.19%

-5.45 pp from 2017

Benchmarks

See 18,624 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,624 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$389K

Not enough data

1 years with asset history on file

Average account balance

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

$130K

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.

42.9%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+8.18%

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

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 codes2E2G3D2F

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.
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

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

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

$51,111

$95,975-46.7%

$74,549-31.4%

$135,379-62.2%

Participation rate

57.1%

75.7%-18.5pp

69.1%-12.0pp

82.6%-25.5pp

Annual return

8.19%

56.96%-48.8pp

32.53%-24.3pp

519.79%-511.6pp

Employer contribution / active EE

$2,716-100.0%

$1,961-100.0%

$4,779-100.0%

Participant deferral / active EE

$3,844-100.0%

$3,108-100.0%

$5,609-100.0%

Admin fee / account holder

$6,522-100.0%

$5,059-100.0%

$10,828-100.0%

STARS FERRY BUILDING SUPPLIES, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STARS FERRY BUILDING SUPPLIES, INC. PROFIT SHARING PLAN

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