Retirement plan

STANS TIRE SHOPPE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Name: STANS TIRE SHOPPE, INC. - STANS TIRE SHOPPE, INC. 401(K) PROFIT SHARING PLAN AND TRUST (2016) Form 5500
Creator: STANS TIRE SHOPPE, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, STANS TIRE SHOPPE, INC. 401(K) PROFIT SHARING PLAN AND TRUST, STANS TIRE SHOPPE, INC.

STANS TIRE SHOPPE, INC.EIN 84-0817227Plan #001PY 2016

PO BOX 517 1950 WEST SOUTH BOULDER - LAFAYETTE, CO 80026303-666-8914

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$560K

+16.8% from 2015

Total participants

+9.7% from 2015

Average account balance

$18,067

+16.8% from 2015

Annual return

5.72%

+7.45 pp from 2015

Benchmarks

See 30,914 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort30,914 peers

Snapshot2016

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.52M

Not enough data

1 years with asset history on file

Average account balance

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

$95K

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.

145.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$109K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+11.23%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2E2G2J2T3B3D

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.
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.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

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

$18,067

$90,486-80.0%

$78,676-77.0%

$273,972-93.4%

Participation rate

80.0%

76.5%+3.5pp

73.6%+6.4pp

83.0%-3.0pp

Annual return

5.72%

75.62%-69.9pp

62.19%-56.5pp

41.46%-35.7pp

Employer contribution / active EE

$1,409

$3,175-55.6%

$2,850-50.6%

$4,869-71.1%

Participant deferral / active EE

$2,126

$3,901-45.5%

$3,517-39.5%

$5,287-59.8%

Admin fee / account holder

$5,263-100.0%

$4,510-100.0%

$10,133-100.0%

STANS TIRE SHOPPE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

STANS TIRE SHOPPE, INC. 401(K) PROFIT SHARING PLAN AND TRUST

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