Retirement plan

SELECT AUTO SALES, INC. RETIREMENT PLAN

Name: SELECT AUTO SALES, INC. - SELECT AUTO SALES, INC. RETIREMENT PLAN (2020) Form 5500
Creator: SELECT AUTO SALES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SELECT AUTO SALES, INC. RETIREMENT PLAN, SELECT AUTO SALES, INC.

SELECT AUTO SALES, INC.EIN 82-2737726Plan #001PY 2020

788 NW 6TH STREET - REDMOND, OR 97756541-527-4246LinkedIn11-50 employees

Prospect flagsLow returnsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$303K

-7.2% from 2019

Total participants

+33.3% from 2019

Average account balance

$303,261

-7.2% from 2019

Annual return

-7.22%

-25.56 pp from 2019

Benchmarks

See 18,868 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants<25

Cohort18,868 peers

Snapshot2020

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

Analytics

Total assets (EOY)

Plan-year ending balance

$170K

Not enough data

1 years with asset history on file

Average account balance

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

$28K

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.

75.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$35K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+18.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$2228

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 codes2E2G2R3D3H

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.
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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$303,261

$112,933+168.5%

$90,970+233.4%

$158,982+90.8%

Participation rate

25.0%

74.7%-49.7pp

69.0%-44.0pp

82.0%-57.0pp

Annual return

-7.22%

215.82%-223.0pp

134.60%-141.8pp

302.99%-310.2pp

Employer contribution / active EE

$2,893-100.0%

$2,122-100.0%

$4,763-100.0%

Participant deferral / active EE

$4,128-100.0%

$3,373-100.0%

$5,983-100.0%

Admin fee / account holder

$8,047-100.0%

$5,961-100.0%

$11,252-100.0%

SELECT AUTO SALES, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

SELECT AUTO SALES, INC. RETIREMENT 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