Retirement plan

SCOTTY'S DURO-BILT GENERATORS, INC. 401(K) PLAN

Name: SCOTTY'S DURO-BILT GENERATORS, INC. - SCOTTY'S DURO-BILT GENERATORS, INC. 401(K) PLAN (2021) Form 5500
Creator: SCOTTY'S DURO-BILT GENERATORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SCOTTY'S DURO-BILT GENERATORS, INC. 401(K) PLAN, SCOTTY'S DURO-BILT GENERATORS, INC.

SCOTTY'S DURO-BILT GENERATORS, INC.EIN 82-0375477Plan #001PY 2021

215 1ST AVENUE SOUTH - NAMPA, ID 836530904208-466-7814

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$33K

No prior year

Total participants

No prior year

Average account balance

$11,157

No prior year

Annual return

0.00%

No prior year

Benchmarks

See 37,618 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort37,618 peers

Snapshot2021

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

Analytics

Total assets (EOY)

Plan-year ending balance

$219K

Not enough data

1 years with asset history on file

Average account balance

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

$110K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$36K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+18.42%

Not enough data

1 years with return on file

Admin fee / account holder

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

$20

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 codes2E2J2R3D

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.
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.

Opportunity flags

1 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$45

$15 / participant

Other / not subdivided$45100.0%

% of EOY assets

0.134%

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

$11,157

$109,872-89.8%

$98,483-88.7%

$167,536-93.3%

Participation rate

66.7%

75.8%-9.2pp

73.3%-6.7pp

82.1%-15.4pp

Annual return

0.00%

1959.31%-1959.3pp

1494.38%-1494.4pp

478.82%-478.8pp

Employer contribution / active EE

$1,282

$3,225-60.2%

$2,961-56.7%

$4,839-73.5%

Participant deferral / active EE

$9,309

$4,673+99.2%

$4,276+117.7%

$6,342+46.8%

Admin fee / account holder

$15

$6,757-99.8%

$5,953-99.7%

$12,315-99.9%

SCOTTY'S DURO-BILT GENERATORS, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SCOTTY'S DURO-BILT GENERATORS, INC. 401(K) 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