Retirement plan

SSW HOLDING COMPANY RETIREMENT SAVINGS PLAN

Name: SSW HOLDING COMPANY, LLC - SSW HOLDING COMPANY RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: SSW HOLDING COMPANY, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SSW HOLDING COMPANY RETIREMENT SAVINGS PLAN, SSW HOLDING COMPANY, LLC

SSW HOLDING COMPANY, LLCEIN 82-4873870Plan #001PY 2018

3501 SOUTH TULSA STREET - FORT SMITH, AR 729066537479-646-1651sswtechnologies.comLinkedIn1001-5000 employeesconsumer goods

Prospect flagsLow participationLow participant contribution

How to read this page

Total assets (EOY)

$20.2M

No prior year

Total participants

830

No prior year

Average account balance

$79,960

No prior year

Annual return

-4.01%

No prior year

Benchmarks

See 2,409 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,409 peers

Snapshot2018

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

Analytics

Total assets (EOY)

Plan-year ending balance

$62.97M

Not enough data

1 years with asset history on file

Average account balance

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

$123K

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.

510

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.

58.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.95M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+12.82%

Not enough data

1 years with return on file

Admin fee / account holder

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

$180

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 1 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY1+ years Filed as: JP MORGAN Service code 15 · EIN 71-0930784	Recordkeeping	$24,940

Plan features & details

Pension benefit codes2E2G2J2K2R2T3H

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.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$25K

$33 / participant

Other / not subdivided$25K100.0%

% of EOY assets

0.123%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: DELOITTE & TOUCHE LLP
Auditor EIN: 133891517
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$79,960

$65,118+22.8%

$76,768+4.2%

$55,725+43.5%

Participation rate

24.6%

79.6%-55.0pp

77.0%-52.4pp

70.9%-46.3pp

Annual return

-4.01%

-1.27%-2.7pp

2.43%-6.4pp

244.93%-248.9pp

Employer contribution / active EE

$821

$1,941-57.7%

$2,485-67.0%

$2,078-60.5%

Participant deferral / active EE

$1,468

$3,688-60.2%

$3,852-61.9%

$3,356-56.3%

Admin fee / account holder

$99

$116-14.9%

$6,675-98.5%

$115-14.4%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: JP MORGAN

Service code 15 · EIN 71-0930784

Recordkeeping

$24,940

SSW HOLDING COMPANY RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SSW HOLDING COMPANY RETIREMENT SAVINGS 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