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 (2024) 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 2024

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

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$154K

+47.6% from 2023

Total participants

0.0% from 2023

Average account balance

$77,113

+47.6% from 2023

Annual return

13.60%

-8.18 pp from 2023

Benchmarks

See 49,898 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort49,898 peers

Snapshot2024

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

0.026%

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

$77,113

$88,778-13.1%

$81,844-5.8%

$145,884-47.1%

Participation rate

50.0%

75.1%-25.1pp

72.4%-22.4pp

80.3%-30.3pp

Annual return

13.60%

1033.03%-1019.4pp

778.87%-765.3pp

551.85%-538.2pp

Employer contribution / active EE

$930

$3,087-69.9%

$2,916-68.1%

$4,662-80.1%

Participant deferral / active EE

$7,950

$4,648+71.0%

$4,323+83.9%

$6,690+18.8%

Admin fee / account holder

$20

$8,430-99.8%

$7,355-99.7%

$13,392-99.9%

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