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 (2023) 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 2023

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$104K

+84.1% from 2022

Total participants

+33.3% from 2022

Average account balance

$52,246

+84.1% from 2022

Annual return

21.78%

+40.62 pp from 2022

Benchmarks

See 41,776 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort41,776 peers

Snapshot2023

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

$40

$10 / participant

Other / not subdivided$40100.0%

% of EOY assets

0.038%

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

$52,246

$96,691-46.0%

$86,656-39.7%

$139,487-62.5%

Participation rate

50.0%

74.4%-24.4pp

71.7%-21.7pp

80.3%-30.3pp

Annual return

21.78%

106.87%-85.1pp

593.09%-571.3pp

373.84%-352.1pp

Employer contribution / active EE

$914

$3,267-72.0%

$3,025-69.8%

$4,755-80.8%

Participant deferral / active EE

$7,934

$4,838+64.0%

$4,439+78.7%

$6,713+18.2%

Admin fee / account holder

$20

$6,414-99.7%

$5,619-99.6%

$11,407-99.8%

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